Matching & Stock Gifts
Matching Gifts
Many companies will match gifts made by their employees to a variety of charitable organizations. Matching gift programs provide added incentive for employees to actively support local, national and world-wide causes, while doubling or even tripling the original contribution amount.
Your employer may be one of more than 7,500 companies that provide matching dollars for qualified charitable causes. Giving opportunities and organizational focus areas vary by company.
To find out if your employer provides matching funds and inquire about the process (it usually just involves filling out and sending a form), visit your human resources or personnel office.
Gifts of Stock
Farm & Wilderness welcomes your gift in the form of a Stock Donation. Gifts of stock and mutual funds are handled through our broker at Morgan Stanley.
Please contact our Development Office and speak with Corky or Peggy to alert us to an incoming gift of stock and to receive a detailed stock transfer instruction sheet. If you are transferring shares of a MUTUAL FUND, please be aware that the transfer may take several days. We can be reached at 802-422-3761, or corky@farmandwilderness.org, or peggy@farmandwilderness.org.
For Stock Donors With Brokers
Here is what we will need from you in advance of your stock gift:
- Your Name
- The Company name and CUSIP # of the stock and number of shares
- Date transfer is expected to be complete
- Name and contact information of your broker
Additional information about your stock gift:
Once the stock has been received and sold, Morgan Stanley notifies Farm & Wilderness of the gift date, gift value on that date, and the net proceeds deposited to the F&W account. Farm & Wilderness will notify you with the information needed for your tax reporting purposes.
In most cases, stock gifts are valued on the date of the gift. The date of the gift is the date the stock is received from the donor's broker into our account at US Bank.
The amount of the proceeds from the gift may be a slightly different amount from the date of stock transfer, as a stock trade takes three days from sale to settle and also involves minimal bank fees (usually less than $10). Stock valuations for a given day can also be found in the following day's newspaper.
