Stock Transfers

Give a Gift of Stock

Many individuals prefer to contribute stock, rather than writing a check from current income, to fulfill their annual gift. By giving appreciated property (for example, stocks or bonds) you can avoid paying capital gains taxes on the appreciation, receive a tax deduction on the full value of the gift, and support the Deschutes Land Trust at a lower cost.

How to Make Gifts of Stock or Securities

Thank you for considering a gift of stock or securities to the Land Trust. To complete your gift, please notify your broker in writing that you are making a charitable gift of stock to the Deschutes Land Trust

IMPORTANT NOTE: We ask that you or your broker contact Pat Cohen at the number below to help us watch for the stock you are donating and the number of shares. This is important because your name will not be included in the wire transfer to our broker.

Pat Cohen, Office Manager
Deschutes Land Trust
210 NW Irving Ave, Suite 102
Bend, OR  97701
Phone:  (541) 330-0017  Fax: (541) 330-0013
 

Stocks or Checks

Morgan Stanley Smith Barney
A/C 856-10134-11-079
N/O Deschutes Basin Land Trust
705 SW Bonnett Way, Ste 1200
 Bend, OR 97702

Stock via DTC

Smith Barney
DTC # 0418
A/C 856-10134-11-079
N/O Deschutes Land Trust

 
Money Transfer via Fed Funds

Chase Manhattan Bank NYC
ABA Routing #021000021
FBO Smith Barney, Inc.
A/C 066-198038
For further credit to:  856-10134-11-079
N/O Deschutes Land Trust

 
For other circumstances or questions contact the Land Trust's broker:

Eric Tobiason
Morgan Stanley Smith Barney
705 SW Bonnett Way, Suite 1200
Bend, OR  97702
Direct (541) 617-6033 or (800) 432-0500
Main Line (541) 389-1282
Fax (541) 382-7329

 
 
For more information about gifts of stock or other appreciated property, or about planned giving opportunities, contact Brad Chalfant, Executive Director, at 541-330-0017.