Donating appreciated securities may provide significant tax advantages while supporting critical research and education initiatives. Donors are encouraged to transfer securities directly to TREE Fund rather than selling them first and donating the proceeds, as direct transfer may provide additional tax benefits. Please consult your tax advisor for guidance.
Contact our development team for transfer instructions. Please include your name, mailing address, email address, the name of the security, the number of shares, the anticipated transfer date, and any gift designation or tribute instructions (i.e. if the gift is to support a specific Tour des Trees rider). If you wish to donate mutual fund shares, closely held stock, restricted securities, or other non-publicly traded assets, please contact TREE Fund before initiating the transfer, as additional instructions may be required.
TREE Fund will acknowledge receipt of the donated securities in accordance with IRS requirements. For tax purposes, donors should consult their own tax advisor regarding the valuation and deductibility of charitable gifts of securities.
Disclaimer: TREE Fund does not provide legal, tax, financial, or estate-planning advice. Donors should consult their own qualified advisors to determine the legal, tax, and financial implications of any charitable gift.