Donating stocks and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the shares you give to the Mathews Land Conservancy, and usually avoid all or part of any capital gains tax.
Your broker may transfer stocks or securities directly to the Mathews Land Conservancy.
Stock Transfer Information
**Please ask your broker to include your name, address and telephone number when transferring the specific gift to the Mathews Land Conservancy so we may acknowledge your generous gift and send you a letter for your tax records.
The Mathews Land Conservancy's Broker is:
Jay Black
Davenport & Company LLC
141 Technology Park Drive
Kilmarnock, VA 22482
Email: jblack@investdavenport.com
Phone: 804-435-7705
DTC Instructions
Davenport & Company
DTC#: 443
Account Name: Mathews Land Conservancy
Account Number: DA4005660
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