More smart ways to give
Support Trees with a Tax-Wise Gift of Stock
Donating appreciated stocks or mutual funds is simple and provides you with immediate tax benefits while making a significant impact on Tree Pittsburgh’s efforts to protect and grow the urban forest. You not only receive a tax deduction based on the stock’s fair market value but also avoid paying capital gains tax. Switching from cash donations to appreciated stock unlocks the greatest impact, saving on taxes while also increasing your cost basis if you choose to use cash to repurchase the equivalent shares donated.
When working with your broker to handle the transfer, please use our brokerage information below. We appreciate you or your broker informing us of the number and type of shares donated so we can thank you for your gift appropriately and promptly.
Brokerage Firm: PNC Investments
DTC Number: 0226
Account Number: 005-322919
Brokerage Agent: Trevor Smith
Broker Phone Number: 412-395-2898
Learn More
If you’d like to learn more about smarter ways to support Tree Pittsburgh, contact Maura O’Neill, Director of Development and Communications, at 412-781-TREE (8733) x211 or email at maura@treepittsburgh.org.
This information is not intended as legal or tax advice. Please consult your attorney or tax advisor for the best planning advice.
