Donate Securities

Gifts of long-term appreciated securities are an easy way to make a lasting contribution to OPAL Community Land Trust. When you make a gift of securities, you:

• Save the Capital Gain Tax: By donating securities that you have held for one or more years, you can avoid capital gain taxes that you would have incurred had you sold the securities yourself.
• Save Income Tax: You may take an income tax deduction for the full current market value of the gift.
• Leverage Your Gift: If the current market value of the securities you donate to OPAL is larger than your original cost basis in the securities, you leverage a larger gift to help OPAL provide permanently affordable housing on Orcas!

To make a gift of appreciated securities, please use OPAL’s Securities Gift Transfer Form which provides instructions that your broker can follow to transfer securities electronically to OPAL Community Land Trust – or contact the OPAL office at 360-376-3191 or office@opalclt.org.

Please instruct your broker to notify the OPAL office at (360) 376-3191 prior to making a transfer. This assures that your gift will be handled expeditiously and properly acknowledged for tax purposes.