Robert Katz

Gifts of Stock

A gift of stock is a great way to help avoid capital gains taxes, receive an income tax deduction, and support local land conservation throughout our region.

Your support will make a big difference and help conserve the region’s clean water, farms and woodlands we hold dear, local trails and recreational experiences, and programs for local families.

In short, you are making an investment in the future of the upper Susquehanna watershed and the place we call home.

How to donate a gift of stock

Transferring stock to Otsego Land Trust is easy to do. It’s also a great way to maximize your Federal and State income tax deductions to the fullest extent permitted by law.

  • Your income tax donation is based upon the current market value of the stock at the time you donate it.

  • Please remember that it may take several days for your broker to complete a transfer of stock at the year-end, so plan adequate time if that year-end dedication is important to you.

Transfer instructions for your broker:  
Please contact Gregory Farmer, Executive Director, at 607-547-2366, or at gfarmer@otsegolandtrust.org for full stock transfer instructions.

Please consult with your accountant or a qualified tax professional regarding charitable tax deductions.

Otsego Land Trust, Inc.

Federal Tax ID 13-3499394

Canada Geese by Robert Katz