APPRECIATED STOCKS AND SECURITIES

MAXIMIZE YOUR IMPACT: DONATE APPRECIATED STOCK TO LIGHTHAWK

Whether you’re making an immediate contribution or planning for the future, LightHawk welcomes a variety of asset types. Options range from cash and publicly traded securities to non-publicly traded assets, real estate, and more.

Maximize the impact of your appreciated stock gift with these three simple steps:

  1. Instruct your stockbroker to transfer the specified number of shares and the name of the stock to LightHawk, a 501(c)(3) charitable organization (Federal ID #84-0852104). Provide the account number and name from which the transfer should be made to Vanguard, specifying “For Benefit Of: LightHawk, DTC number 0062, Account Number 85654498.”
  2. Notify LightHawk promptly at [email protected] or (970) 797-9355 ext. 12. LightHawk’s policy is to sell stock donations upon receipt, and your notification will enable swift action.
  3. Receive your acknowledgment letter and enjoy the tax deduction, reassured that LightHawk will utilize your investment to advance conservation efforts.

If possible, please request that your financial advisor reference your name and address. If you have questions about a gift of stock or securities that has already been made, please contact our Advancement Team at 970-797-9355, ext. 12. Or email us at [email protected].

Share This