Gifts of Stock


Gifts of Stock and other Securities

A sensible way to make an annual gift

There are distinct advantages in donating stock or other securities:

  • The donor receives an income tax deduction for the full market value of the stock that is donated;
  • Donors can avoid paying capital gains taxes on the appreciation of the value of the stock;
  • Donors can support FLT at a lower cost to them compared to making a cash gift; and
  • FLT can sell the stock without paying capital gains taxes and put the money to use protecting land for future generations.

When donating appreciated securities and real estate held long term, the donor's income tax deduction is generally limited to 30% of adjusted gross income. FLT encourages you to seek professional tax advice before making decisions about your giving plans for the year.

Transferring stock to Franklin Land Trust is simple. Your stockbroker can make a direct electronic transfer of your stock certificates to the Fidelity Investments account held by FLT. To make a gift of stock or mutual fund shares, please follow these procedures:



Gift of Stock Instructions

Contact your stockbroker. Your stockbroker can make a direct electronic transfer of your stock certificates to the account of Franklin Land Trust with the following information:

Fidelity Brokerage Services, LLC
Deliver to DTC #0226
All deliveries MUST include Account Name and Fidelity Brokerage Number:

Account Name: Franklin Land Trust, Inc.
Please contact us for our Brokerage Account Number by calling (413) 625-9151.



Gift of Mutual Fund Shares Instructions

  1. Your broker or fund company will have its own "Transfer Form" used specifically for mutual fund shares. You will need the following information on our account:

    Broker: Fidelity Brokerage Services, LLC
    DTC# 0226
    Account Name: Franklin Land Trust, Inc.
    Please contact us for our Brokerage Account Number by calling (413) 625-9151.

    The form should be mailed to:
    Fidelity Brokerage Services, LLC
    PO Box 5000
    Cincinnati, OH 45273-8008

  2. Notify Franklin Land Trust as soon as the transfer instructions have been given so that we can alert our stockbroker by calling (413) 625-9151