Gifts of Stock

Invest in Parks

Thank you for your interest in making a charitable gift to the National Park Trust through a stock transfer. Donating stocks or mutual funds to National Park Trust is a smart and simple way to help protect our parks and inspire the next generation of park stewards. By making a gift of appreciated securities, you may be able to avoid capital gains tax, diversify your portfolio, and/or secure a stream of income.

how it works

You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to the Park Trust while avoiding capital gains tax, diversifying your portfolio and/or securing a stream of income. It’s a simple and efficient way to give.

• You transfer appreciated securities to the Park Trust.
• We sell the securities and use the proceeds to fund our critical work.

How you benefit

When you donate appreciated securities, you are able to deduct the gift as a charitable donation AND avoid capital gains tax at transfer. This allows you to save on taxes and increase your impact for parks. Here’s how it works: 

Assumptions: Donor in 37% income tax bracket; maximum capital gains tax rate 23.8%. Tax rates and brackets vary for different individuals and families. State income tax rates not considered but may also afford you savings.

The specifics of any deduction allowed will depend on your unique circumstances. As a result, you should consult your advisors for purposes of calculating the amount of your charitable income tax deduction, in light of applicable limitations for charitable contributions based on your adjusted gross income and any other charitable contributions you may make this year. 

Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible.

Questions? Contact Mike Hoehn, Director of Finance and Administration at mike@parktrust.org.