By choosing to donate to the Saint Paul Parks Conservancy you are supporting active lifestyles, vibrant places, and a vital environment within our community.
We believe everyone can make a difference in our community and with us every donation counts. Creating the healthy community we all deserve will take a small effort from all of us, and your donation now will help future generations to enjoy beauty all around the Saint Paul area.
Stock and Mutual Fund Transfers
Saint Paul Parks Conservancy welcomes all stock and mutual fund transfers, with no minimum requirements. Giving stock held more than 12 months offers a two-fold tax savings. First, you avoid paying capital-gains tax on the increase in value of your stock. In addition, you receive a tax deduction for the full fair market value of the stock on the date of the gift. Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent vehicle for stock that has appreciated substantially in value.
How to Give Stock to Saint Paul Parks Conservancy
Stockbrokers require written instructions when transferring stock. You will need to give the following delivery information to your broker to make a gift to Saint Paul Parks Conservancy:
Firm: Robert W. Baird & Co. – The Brennan Group
Contact: Lynn Kittelson, (952) 857-5537, firstname.lastname@example.org
For the benefit of: Saint Paul Parks Conservancy
Account: 46379082 DTC Number: 0547 (only needed for stock transfers)
Federal ID #: 26-2788415
How to Give Mutual Funds to Saint Paul Parks Conservancy
Please contact Saint Paul Parks Conservancy before requesting a mutual fund transfer between your broker and Robert W. Baird & Co. – The Brennan Group. Mutual fund transfers are more complex than stock and require additional processing time.
It is important to notify Saint Paul Parks Conservancy when you have requested a stock or mutual fund transfer with your broker to ensure that you receive the appropriate tax credit information. Please contact Dee Schutte, 651.300.6598, email@example.com
You may send your check made payable to:
Saint Paul Park Conservancy
380 Jackson Street, Ste 287
Saint Paul, MN 55101