Gift of Securities

Contributing stocks, bonds and mutual funds to Tar River Land Conservancy can be a tax –efficient, easy way of supporting TRLC’s good work of protecting open space, water quality and wildlife habitat.  If you have securities that have appreciated in value, and you have held them for more than a year, a gift of the securities directly to TRLC will allow you to avoid paying the capital gains tax on the appreciation while receiving a tax deduction on the full value of the gift.  Such a transfer is as easy as instructing your broker, in writing, to transfer the securities to TRLC.

To make a donation of securities, please provide the following information to your broker:

Tar River Land Conservancy
Tax ID#31-1742900
LPL Financial
Account #7501-1230
DTC #0075

We ask that you or your broker contact Amy Edge to notify TRLC of the transfer.  This is important because your name will not be included in the wire transfer to our broker.

Amy Edge
Tar River Land Conservancy
123 N. Main Street
P.O. Box 1161
Louisburg, NC 27549

Phone: (919) 496-5902
Fax: (919) 496-6940