You can support Sycamore’s mission by donating stocks, securities, or other property, or by making a tax-free contribution directly from your donor-advised fund. If you are 70 1/2 or older, you can gift a qualified charitable distribution (QCD) from your IRA. If you are at least 73, that QCD can also count toward your required minimum distribution (RMD), or you can directly gift your entire RMD to reduce your taxable income.

How To Donate Stock and other Securities:

Donating long-term securities, such as stocks, bonds and mutual funds, that have increased in value, directly to Sycamore Land Trust, enables you to support Sycamore’s mission and receive valuable tax benefits. The following is for informational purposes. Consult your tax advisor for advice.

• A federal income charitable contribution tax deduction based on the stock’s fair market value on the date of the gift (up to 30% of your adjusted gross income) if the stock was owned for more than one year;
• Carryover of the deduction for up to five additional years if the fair market value of the gift is more than 30% of your adjusted gross income; and
• Avoidance of capital gains tax of up to 20% that is due when you sell appreciated stock.

Note: Stock owned for one year or less is considered a short-term asset and usually won’t produce attractive tax benefits.

Stock held by an investment broker or Donor Advised Fund:

Give your investment broker or Donor Advised Fund manager the following information to transfer a gift of stock to Sycamore Land Trust, Inc:

• Sycamore Land Trust’s brokerage account is with Charles Schwab & Co., Inc.
• Sycamore Land Trust’s account number is 4926-0644 and the DTC number is 0164.
• Click here to download delivery instructions from Charles Schwab & Co., Inc.

Either you or your broker must contact Executive Director Alex Sienkiewicz at alex@sycamorelandtrust.org or Administrative Director Susan Haislip Daleke at susan@sycamorelandtrust.org with the name of the stock and the number of shares being transferred. This ensures the gift is properly credited and acknowledged.

Sycamore Land Trust’s EIN is 35-1830637