Gifts of securities are fully tax-deductible at their market value at the time of your contribution.

Step 1: Your Broker

Ask your stockbroker or brokerage to make a direct electronic transfer of the stock certificates to the Land Trust of Santa Cruz County account using the following information:

Bank of America Nominee Name: PACO A/N: Bank of America

DTC Participant #0955

DTC Agent #20955

Account name: Land Trust of Santa Cruz County Bank of America GIFT Account

Account number: 66-01-104-0090637

DTC application number: 01-104-0090637 (ID system only recognizes 12 digit account numbers; therefore drop the first two digits of account number to meet ID system processing requirement.)

Give your broker the Land Trust of Santa Cruz County’s taxpayer identification number: 94-2431856

Step 2: The Land Trust

We cannot properly acknowledge your gift unless you notify us as soon as your transfer instructions have been given to your broker. Your broker will not necessarily notify us and our broker may not know the originating source of the donation.

For further questions, please contact:

Laura Dannehl-Schickman
Land Trust of Santa Cruz County
Email: laura.schickman@landtrustsantacruz.org
Phone: 831-429-6116