Stock Gift Donations

Stock Gift Donations 2018-10-26T15:30:29+00:00

Making a gift of securities is simple and offers a number of financial benefits:

You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

You pay no capital gains tax on the securities you donate to Calaveras Big Trees Association (CBTA).
When you donate your appreciated securities to CBTA, you are making a significant contribution to the protection and preservation of Calaveras Big Trees State Park.

Please follow these steps when making your stock donation:

  1. Notify Calaveras Big Trees Association
    We want to thank you for your gift! Please contact Sue Hoffmann at 209-795-1196 or cbta@bigtrees.org to notify her of your gift.
  2. Instruct Your Broker
    Please instruct your broker to notify CBTA prior to transfer, so your gift can be handled expeditiously and properly acknowledged for tax purposes.
  3. Transfer Your Shares
    Request your broker transfer to our agent:
    Cathy Carter
    Edward Jones
    DTC#: 0057
    178 Big Trees Road, Suite A7
    Murphys, CA  95247
    Phone: 209-728-8923
    Calaveras Big Trees Association Account Number: 5581668711

Donations to CBTA are tax-deductible as allowed by law

Calaveras Big Trees Association Tax ID # 23-7405964