California Native Plant Society

Estate Planning

Donate Stock

A gift of appreciated assets is often a simple way to make a sizeable gift while avoiding capital gains taxes. You will also receive an income tax deduction for the full fair market value of the stock at the time of the gift (up to a maximum of 30% of your adjusted gross income) if the stocks have been held longer than 12 months.

An “in kind” gift of stock is also a more efficient way to give than selling the stock and sending cash. If the stock is sold before the gift is made, tax must be paid on the sale and reduces the amount of cash that can be given. With an “in kind” gift, the charity can use the full value of the stock given.

Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions:

Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:

  • Donor’s name and complete address
  • Name and number of securities transferred
  • Broker’s name and phone number
  • Approximate dollar value of gift

You may provide us with a letter or send an e-mail to communicate this information at time of transfer to:

Cari Porter
Director of Finance and Administration
California Native Plant Society
2707 K Street, Suite 1
Sacramento, CA 94816
Email: cportercnps.org
Phone: (916) 447-2677
Fax: (916) 447-2727.

Stock Delivery Instructions (PDF)

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