Gifts of Stock

DONATION OF STOCK OR SECURITIES

Donating appreciated securities to Shenandoah National Park Trust is a wonderful way to help preserve and protect Shenandoah National Park. Before executing such a gift, please make sure to discuss your particular situation, including tax benefits, with your financial advisor.

In order for the Trust to reap the maximum value from a gift of appreciated securities, the security should be transferred directly to us and we will sell it. Per IRS guidelines, the Trust establishes the value of the stock by calculating the mean average price on the date ownership is transferred.

To transfer stocks/securities, please provide the following information to your financial advisor:

• Name of stock/security
• Number of shares to be transferred
• Shenandoah National Park Trust’s DTC: 0062
• Vanguard Brokerage Account: 32083371

If shares have already been sold or if you wish to wire a gift to the Trust, please contact us for instructions.