Fernandez Ranch
photo: richard gylgayton

Stock Gifts

Gifts of stock are an easy way to make a lasting contribution to JMLT while realizing significant tax benefits. By donating appreciated securities held for at least one year, you can take a tax deduction for the fair market value of your gift and avoid paying capital gains taxes. JMLT sells donated stocks tax-free, using 100% of your gift to support our land conservation efforts.

Please follow these instructions for making a tax-deductible gift of stock, bonds or mutual fund shares to John Muir Land Trust. Donors will receive a formal acknowledgment and tax substantiation upon successful completion of a gift.

1. Contact Linus Eukel, Executive Director  |  (925) 228-1130  |  linus@jmlt.org

And provide the following:

  • Name of donor, address and telephone number
  • Anticipated date of transfer
  • Restrictions on the purpose of the gift, if any
  • Name of stock and number of shares
  • Special instructions, if any

2. Write a letter specifying the above information.

Send the letter to:

Linus Eukel
Executive Director
John Muir Land Trust
PO Box 31
Martinez CA 94553

Delivery instructions:
Morgan Stanley LLC
DTC #0015
FBO John Muir Land Trust 178-030531
Morgan Stanley
400 Capitol Mall, Suite 1900
Sacramento, CA. 95814

For stocks to be delivered in certificate form, mail stock certificate (do not endorse) to:
John Muir Land Trust
PO Box 31
Martinez, CA 94553

Send by separate envelope, completed stock power.
Third party release forms; these forms must be notarized.
The Federal Tax I.D. number for John Muir Land Trust is 68-0194652.

JMLT is a 501 (c)(3) nonprofit, charitable organization recognized by the IRS. All donations are tax deductible in accordance with the law.