Stock Gifts
Support our work
Gifts of appreciated stock and securities offer many tax benefits
Be sure to check with your financial advisor, but donors can often avoid federal capital gains tax and also claim an income tax deduction for the stock’s full market value (providing deductions of both federal and state income taxes).
How to Donate Stock Gifts
If you have questions or plan to make a gift, please email Theresa Andrews, or call her direct line at (707) 261-6342. Please let Theresa know the name of the security and the number of shares to be donated so we can anticipate and acknowledge your gift correctly.
For broker instructions, including the Land Trust of Napa County’s broker information, please download the form below.
Donor Advised Funds (DAF)
A donor-advised fund allows you to support causes you care about while maximizing tax benefits in a flexible, easy manner.
How to Donate DAFs
Please send your donor advised gift to:
Land Trust of Napa County
1700 Soscol Avenue, Suite 20
Napa California 94559
Land Trust of Napa County is a 501(c)(3) nonprofit organization. Our taxpayer identification number is 94-2315096.
Gifts can easily be made through an electronic funds transfer or ACH. If you have questions, please email Theresa Andrews or via her direct line at (707) 261-6342.
Required Minimum Distributions
At age 73, you are required to withdraw a minimum distribution from your retirement account annually. You may be able to donate all or a portion of your minimum distribution, tax-free, to a qualified non-profit. Our team is happy to work with you and, or your tax advisor to accept your gift from a required minimum distribution or retirement account. We provide the acknowledgment letter needed for your tax records and your gift makes a lasting impact on conservation right here in Napa County.
