Donating assets, such as publicly traded stocks, bonds, mutual funds or Exchange Traded Funds (ETFs), is an easy way to make a gift to WCT.
When you make a gift of appreciated securities, you help WCT but also may receive a double tax benefit—both a charitable deduction and avoidance of capital gains tax. For this reason, it’s generally a better strategy to give appreciated securities directly to the WCT, rather than selling them and donating the proceeds of the sale.
If you own securities that have lost value, you can sell them, take the capital loss deduction, and then make a gift to the WCT. Please check with your broker, accountant or financial advisor to see if a stock gift is right for you.
For detailed advice on donating financial assets, please contact us at
The Wellfleet Conservation Trust
PO Box 84
Wellfleet, MA 02667
call us at 508-349-2162, or write to info@wellfleetconservationtrust.org
Wellfleet Conservation Trust 