Gifts of Stock

Donating appreciated securities — such as stocks, bonds, or mutual funds — is a simple and tax-smart way to support the Westerly Land Trust. When you give securities that you’ve held for more than one year directly to the Land Trust, you may be able to:

  • Avoid capital gains taxes on the appreciation of your assets, and

  • Receive a charitable deduction for the full fair market value of your gift.

We encourage you to speak with your financial advisor to ensure your gift of stock aligns with your charitable and financial goals.

To receive stock donation instructions, please email Director of Development Erika Lebling at elebling@westerlylandtrust.org or call (401) 315-2610.