Gifts of Appreciated Securities

As you contemplate your Annual Appeal gift or Endowment gift to Williamstown Rural Lands, you might consider a gift of appreciated securities in lieu of cash. The general appreciation in stock values may mean that you can make a gift that is particularly tax-advantaged.

Gifts of appreciated securities held for more than one year are eligible for a charitable income tax deduction for their full market value. In addition, if the securities have appreciated in value since you acquired them, you can completely avoid the capital gains tax you would incur if you sold them. So your actual cost of giving is less than that of an equivalent gift of cash.

To make a gift of securities held by your broker: Notify your broker in writing asking him/her to transfer the stock to the Williamstown Rural Lands Foundation, Inc., with MountainOne Investments, Phone 413-458-1805. Securities should be sent to National Financial Services, 29 Sawyer Rd., Waltham, MA 02453. DTC #0226 – For further credit to the account of Williamstown Rural Lands Foundation Account #H2Y386678. Then please notify WRL by phone or send us a copy of your letter.

If you hold the certificate: Send the stock certificate (unendorsed) and a signed (but not dated and otherwise blank) stock power (available at your bank or your broker’s office) in separate envelopes by registered mail to the address below. Also please enclose a note stating that you are gifting the stock to WRL and sign it just as a stock certificate is registered.

Williamstown Rural Lands, Inc.
671 Cold Spring Road Williamstown, MA 01267
Phone and Fax: (413) 458-2494

If you have any questions please call, write, or email us.

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