Stocks

Supporters regularly make stock donations to the Conservancy, which offers tax advantages. Please click HERE to download the Stock Donation Form.

What You Should Know Before Donating Stock

• Donated appreciated stocks, bonds and mutual funds held for more than 1 year are income tax-deductible for up to 30% of the adjusted gross income.
• Appreciated stock, meeting the 1 year holding requirement, is not subject to capital gains taxation.
• Depreciated stock may be sold with the proceeds donated to the Conservancy AND a capital loss deduction claimed.
• Please consult a qualified legal or financial advisor before making a gift of stock.

To Donate Stock to the Conservancy
Your broker can electronically transfer stocks (DTC) to the Conservancy’s

UNION BANK OF CALIFORNIA investment account

Account Name: San Dieguito River Valley Conservancy
Brokerage Company: UBOC Investment Services

UBOC Contact: 1-800-634-1100
DTC#: 226
Account#: OBP-362190
Tax ID#: 33-0191772