Gifts of Stock

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

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

In short, you’ll be making an investment in Barnstable’s future.

How to donate a gift of stock

Transferring stock to Barnstable 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:
If the securities are held in a brokerage account or bank, have your broker transfer the securities “in kind” to:

Charles Schwab & Co. Inc.
DTC # 0164
FBO ACCT # 1065-6698

For other circumstances, contact Kelsey Ellis at kelsey@blt.org or 508-771-2585 x103 or our investment manager:

Scott Myers, CFP®
Registered Investment Advisor
Bridge Creek Capital Management
P.O. Box 648
1095 Main Street (Rte. 6A)
West Barnstable MA 02668-0648

 Ph: 508.362.9566
Fax: 508.362.7064