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Stock Transfers

How to transfer stock to the Deschutes Land Trust.
JM.SCpaintbrush
Paintbrush blooms along Spring Creek. Photo: Jay Mather.

 

 

Thank you for considering a gift of stock to the Deschutes Land Trust.

Below, please find the appropriate account numbers to facilitate a transfer. Or, download stock transfer instructions as a pdf. To properly track the transfer, please advise the Land Trust at the time of the transfer and we’ll follow up with the brokerage to ensure a timely written confirmation of your gift. Thank you for your generous support!

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.

Stocks or Checks


Morgan Stanley
A/C 168-106726-005
N/O Deschutes Land Trust
705 SW Bonnett Way, Ste 1200
Bend, OR 97702

Stock via DTC


Morgan Stanley
DTC # 0015
A/C 168-106726-005
N/O Deschutes Land Trust

 
Money Transfer via Fed Funds


Citibank New York
ABA Routing #021000089
FBO Morgan Stanley
Beneficiary A/C 40611172
For further credit to: 168-106726-005
N/O Deschutes Land Trust

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

Erik Tobiason, Morgan Stanley
Phone: (541) 617-6033 or 800-432-0500
Fax: (541) 382-7329

Brad Chalfant or Pat Cohen, Deschutes Land Trust
Email: info at deschuteslandtrust.org
Phone: (541) 330-0017
Fax: (541) 330-0013

 
For more information about gifts of stock or other appreciated property, or about planned giving opportunities, contact Zak Boone, Associate Director, at 541-330-0017 or zak (at) deschuteslandtrust.org

 

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