Gifts of Stock

Your gift of stock (or other appreciated security such as bonds, mutual funds, etc.) makes a tremendous difference in conserving the Valley’s clean water and air, saving our farms and forests, and maintaining trails and recreational activities. You are investing in the Upper Saco Valley’s future.

As always, we encourage you to consult your financial advisor when planning to donate stocks.

How to Donate

Transferring stock is easy to do and a great way to maximize your income tax deductions to the fullest extent possible.

• 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 the transfer, so plan adequate time. This is especially true if you are donating at the end of the year and are looking for the year-end benefits.
• Please be prepared to provide your name, number of shares, and the name of the stock or stock code so we can properly recognize you.

Transfer instructions to your broker. Have your broker transfer the securities “in kind” to:

Custodian: Charles Schwab

Account Name: Upper Saco Valley Land Trust

Account Number: 3566-1079

DTC # 0164

If you are not sure if you need our FEIN or Charles Schwab's, here's both:

USVLT               02-0521030

Schwab             94-1737782

If the securities are held in a Charles Schwab account, have your broker journal the gift to Upper Saco Valley Land Trust’s account at Charles Schwab. 

USVLT’s tax identification number is 02-0521030.

For more information contact Eric White at 603-662-0008 or ewhite@usvlt.org.