Stock Transfers

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

Paintbrush blooms along Spring Creek. Photo: Jay Mather.
Paintbrush blooms along Spring Creek. Photo: Jay Mather.

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


Please find the appropriate account numbers below to facilitate a transfer. Or, download stock transfer instructions as a pdf. The Deschutes Land Trust tax ID number is: 93-1186407.

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 and without this information we are unable to provide a written gift acknowledgment. Please also note that in compliance with IRS guidelines, your written acknowledgment will identify the shares of stock transferred and date of transfer, but not a valuation of the gift. Please contact your accountant or tax advisor with questions on preparing your tax filings. Thank you!

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 168-106726-038
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: 168-106726-038
N/O Deschutes Land Trust

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

William G. Ross, Morgan Stanley
Phone: (541) 617-6008 or 800-432-0500
Fax: (541) 382-7329

Rika Ayotte or Pat Cohen, Deschutes Land Trust
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 Rika Ayotte, Executive Director, at (541) 330-0017.

The Deschutes Land Trust is recognized by the IRS as a 501(c)(3) tax exempt, publicly supported organization. Contributions are tax deductible to the extent of the law. Our tax ID is 93-1186407.