Did you know that one of the simplest and smartest ways to help us take care of the 100,000 acres we have protected is by donating appreciated assets like stock, bonds, or mutual funds? When you make a gift of securities that have increased in value, you avoid paying capital gains, unlike if you sold the stock and donated the cash proceeds.
“I donate stock because it's an efficient and effective way to support an organization and community I care about. It helps me plan for my future giving.” says Erin Smith, a long-time supporter of Five Valleys. “Being a part of protecting what's special about western Montana is really important to me. It's such a long-game, and utilizing my investments to foster that work is rewarding and satisfying. My broker makes the process very easy, and I appreciate that as well.”
When you donate stock, you may also get a charitable tax deduction for the fair market value of if you itemize instead of taking the standard deduction. Your gift could provide a larger financial benefit to Five Valleys Land Trust while also potentially reducing your overall tax burden – a win-win for you and Five Valleys!
Contact Crysta Pagniano of the Vesta Group of RBC Wealth Management to make a gift of stock today. She can be reached at 406-830-4368, or crysta.pagniano@rbc.com
To learn more about smart ways to give to protect the lands you care about, please contact:
Minette Johnson, Planned Giving Officer
Phone: 406-519-5191
Email: minette@fvlt.org
Conservation easement lands near Drummond by Paul Lebel
