Stock Transfer

Thank you for your interest in making a charitable gift to National Park Trust (NPT) in the form of a Stock Transfer.

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to NPT. Giving a gift of publicly traded that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

Please download the Stock Transfer Form, follow instructions to formalize and execute your charitable gift, and be sure to fax or email the competed information on page 2 to the contact provided on the form. These steps will inform NPT of the proposed donation and ensure that you receive prompt receipt of your gift for your tax records.