Family walking on trail

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

You may either instruct your broker to hold the securities in an account for Shelburne Farms or 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

sarah.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!