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:
- Notify Calaveras Big Trees Association
We want to thank you for your gift! Please contact Sue Hoffmann at 209-795-1196 or firstname.lastname@example.org to notify her of your gift.
- 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.
- Transfer Your Shares
Request your broker transfer to our agent:
178 Big Trees Road, Suite A7
Murphys, CA 95247
Calaveras Big Trees Association Account Number: 5581627113
Please consult your tax professional to decide if it is in your best interest to make this transfer and to determine if the charity qualifies.
Donations to CBTA are tax-deductible as allowed by law.
Calaveras Big Trees Association Tax ID # 23-7405964