Gifts of Stock to the Land Trust

Gifts of securities are fully tax-deductible at their market value at the time of your contribution.

Step 1: Your Broker      

Ask your stockbroker or brokerage to make a direct electronic transfer of the stock certificates to the Land Trust's account using the following information:

DTC#  0164
Account name: Land Trust of Santa Cruz County
Account number: 6708-9810

Mike Allard ( )
Scharf Investments
Phone: 831.429.6513
Fax: 831.429-5216

Give your broker the Land Trust of Santa Cruz County's taxpayer identification number: 94-2431856

Step 2:  The Land Trust         

We cannot properly acknowledge your gift unless you notify us as soon as your transfer instructions have been given to your broker.  Your broker will not necessarily notify us and our broker may not know the originating source of the donation.    

When you contact us please provide us with the name of the security or securities being transferred, the number of shares to be donated, and the name and phone number of your broker.  To notify us, please contact:

Stephen Slade, Deputy Director ( )
Land Trust of Santa Cruz County

Phone: 831-429-6116, extension 303
    

 

 

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