Ways to Give

gifts of stock

Smart Giving: Protect Southern Illinois Lands through Gifts of Stock

Save on taxes while preserving local farmland, native habitats, clean water, and community trails.

Donating appreciated stocks, bonds, or mutual funds directly to HeartLands Conservancy is one of the most tax-efficient ways to support conservation across Southern Illinois. When you transfer appreciated securities directly to us rather than selling them yourself, you may pay zero capital gains tax and may be able to claim a full market value income tax deduction

Why Give Stock Instead of Cash?

  • Avoid Capital Gains Tax: Eliminate up to 20%+ in capital gains taxes you would owe if you liquidated the shares yourself.

  • Full Market Value Deduction: Claim an itemized federal tax deduction for the full fair market value of securities held longer than one year.

  • Maximize Your Conservation Impact: HeartLands Conservancy receives 100% of the asset’s value, putting more of your dollars directly to work in local communities.

How to donate a gift of stock

Transferring stock to HeartLands Conservancy is easy to do. It’s 2 steps:

Step 1: Submit Your Transfer Intent

Before instructing your broker, please notify us of your gift so we can track the incoming transfer and issue your official tax receipt.

  • Contact: Mary Vandevord

  • Email: ma**@*******************cy.org

  • Phone: (618) 566-4451 ext. 20

  • Information Needed: Donor Name(s), Phone Number, Stock Name/Ticker Symbol, and Estimated Number of Shares or Value.

Step 2: Instruct Your Broker

Provide your broker or financial institution with the following details to complete the transfer:

Receiving Brokerage: Raymond James & Associates, Inc.
DTC Number: 0725
Account Number: 511TJ139
Account Name/FBO: Heartlands Conservancy
Tax ID/EIN: 37-1273869

(Note: If your shares are already held in a Raymond James account, ask your advisor to journal the securities directly to account 511TJ139.)

Need Assistance?

For physical stock certificates, mutual fund transfers, or complex assets, contact our primary broker representative:

  • Brokers: David Schrader or Kathy Kernan

  • Firm: Raymond James (23 Public Square, Suite 450, Belleville, IL 62220)

  • Phone: (618) 641-2169 | Toll-Free: (888) 251-8739

Please remember that it may take several days for your broker to complete a year-end stock transfer, so plan ahead if that year-end donation is important to you.

Donate stock or mutual funds online here »

Close-up of a short eared owl perched on a wooden post suited for wildlife habitat conservation.

For more information

Contact Mary Vandevord at 618-566-4451 ex 20 or email ma**@*******************cy.org

Give A Gift of Stock or Mutual Funds
DOWNLOAD STOCK TRANSFER INSTRUCTIONS
OTHER WAYS TO GIVE

Frequently Asked Questions

How is my stock gift valued for tax purposes?

Under IRS rules, the gift value is calculated using the average of the high and low trading prices of the stock on the date it enters HeartLands Conservancy’s brokerage account.

When should I initiate year-end stock gifts?

Electronic DTC transfers typically take 3 to 5 business days, but mutual funds and physical shares can take several weeks. To ensure your deduction falls within the current calendar year, initiate transfers by mid-December.

HeartLands Conservancy does not provide financial or tax advice. Please consult your financial advisor or tax or legal professional when planning your gift.