Gifts of Stock

Giving a Gift of Stock is Easy and Tax-Wise

Giving appreciated stocks and other securities is a tax-wise way to support Shelburne Farms. For securities held longer than one year, you can deduct the full market value, regardless of what you paid for them, while avoiding a capital gains tax. To make a gift of stock, you simply set up a stock transfer.

How to Make a Gift of Stock to Shelburne Farms

To initiate a stock gift, please authorize your representative to transfer the certificates to Shelburne Farms account at Merrill Lynch (DTC # 8862 / Account # 86604064). Our broker is:

Sara J. Hughes, Client Associate
The GRK Group @ Merrill Lynch
60 Lake Street, Suite 1G, Burlington VT 05401

sara.j.hughes@ml.com
Toll Free: 800-286-6022
Direct: 802-660-1053
Fax: 802-735-0077

It is important that you not sell the securities in your name, as you would then be liable for capital gains taxes.

Please notify us when making a gift of stock so we may acknowledge your generosity and make sure that your gift is directed according to your wishes. Questions? Contact Anna Dundas at adundas@shelburnefarms.org.

Thank you!