Grow conservation & receive tax benefits.
It’s easy to make a gift of stock to Columbia Land Trust. A gift of appreciated stock allows you to make a larger contribution than a cash donation; it also helps you save on taxes in the long term.
The instructions below will assist you in giving stock that is held by your broker or commercial banker to Columbia Land Trust.
Notify your broker or commercial banker that you are giving securities to Columbia Land Trust. If you have an account with Charles Schwab you can initiate a Journal Request Form. The stock should be transferred into the Land Trust’s account at Charles Schwab:
Firm: Charles Schwab & Co.
Account: Columbia Land Trust
Account number: 5537-8494
DTC# 0164
Please notify the Land Trust that the stock transfer was initiated with one of the following options:
- Mail a copy of the instructions you gave your broker to Columbia Land Trust, 850 Officers Row, Vancouver, WA 98661
- Email a copy of the instructions you gave to your broker to: connect@columbialandtrust.org and mohara@columbialandtrust.org
- Call (360) 696-0131 to advise the Land Trust of your intentions.
More tax-smart ways to give
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Learn More
Donor-advised funds
Donate through a donor-advised fund (DAF) and receive immediate tax benefits while also investing in our work.
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Learn More
Charitable Gift Annuities
Learn about CGAs–a powerful way to support our mission while securing reliable income for your future.
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Learn More
Independent Retirement Accounts
Support conservation by designating Columbia Land Trust as a beneficiary of your IRA or retirement plan.
