How to contribute gifts of securities
When giving securities, be sure to consult with your financial advisors first. Let us know that the gift is coming, and what program or department you want us to apply it to.
Securities held by your broker
Inform your broker in writing that you wish to give appreciated securities to The Nature Conservancy. Download
a sample letter for your use. Be sure to let the broker know when you'd like the transfer made. Your broker will need to call us at (877) 812-3698 to obtain pertinent account information.
Certificates you hold
If you hold the actual stock certificates, you will need to sign a stock
power form for each certificate you contribute. You may obtain a stock power from any broker or financial institution. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson.
When mailing the certificates, use two envelopes. In the
first envelope, place the unendorsed certificates. In the second envelope,
place the completed stock power(s). Send them to us on the same day by certified
mail. Gift date is determined by post mark. Our address is:
The Nature Conservancy
4245 North Fairfax Drive
Suite 100
Arlington, VA 22203
Mutual funds
Mutual
fund transfers usually take a longer time to transfer as each mutual fund company
has its own requirements for making charitable contributions. Call us at (877)
812 3698 so that we can work with you to determine the best method of transfer
and to discuss your intent. We may need to create an account with your mutual
fund company before the transfer can occur, so allow at least one month for
the transfer. |
Contact Us
For more information please request a personal
gift proposal or contact us so that we can assist you through every
step of the process:
Email: legacy@tnc.org
Phone: (703) 841-8788
Toll-free: (877) 812-3698
Fax: (703) 812-4863
The Nature Conservancy
Gift Planning
4245 North Fairfax Drive
Suite 100
Arlington, Virginia 22203-1606 |
