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Contributing Appreciated Securit

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					                                Contributing Appreciated Securities
                                                to
                                   The Trust for Public Land:

      Important: Indicate that your gift is targeted for the Ethel Walker School Property


Many donors find giving long-term, appreciated stock or mutual fund shares to be a
particularly attractive way to make a gift to The Trust for Public Land for three important
reasons.

1. By giving securities, you can avoid paying capital gains tax on any appreciation in
   value.

2. You can claim an immediate income tax deduction for the full value of your gift (if
   owned more than one year).

3. You will be supporting The Trust for Public Land at a lower cost than if you had made
   a gift of cash.

Sometimes, when a stock splits or you receive dividends in additional shares, your
portfolio contains so-called “odd lots.” Some donors prefer to use odd lots to make their
gifts in order to clean up their portfolios. Donors can use gifts of securities to endow their
annual gift or establish a planned gift, like a TPL Gift Annuity.

HOW TO MAKE GIFTS OF LONG-TERM STOCK OR MUTUAL FUND
SHARES

To make a gift of securities, please follow these easy steps:

First Notify The Trust for Public Land
We ask that you or your broker call The Trust for Public Land to notify us of incoming
stock and mutual fund gifts, or send us a brief letter with the details of your gift (the
number of shares, and the name of the stock or fund) prior to sending or transferring the
shares. If the shares are for funding a planned gift, please also indicate.

     To notify TPL, you or your broker should contact:

                                  Alicia Vigil, Finance Dept.
                                  The Trust for Public Land
                                  116 New Montgomery St., 5th Floor
                                  San Francisco, CA 94105-3680
                                  415-495-4014, ext. 342
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If you are unable to reach Alicia Vigil, please contact:

                                  Ann Root, Director of National Development
                                  The Trust for Public Land
                                  116 New Montgomery St., 4th Floor
                                  San Francisco, CA 94105-3680
                                  415-495-4014, ext. 308

     If you are e-mailing notice, please e-mail both Ms. Vigil and Ms. Root at:

                                              alicia.vigil@tpl.org
                                              ann.root@tpl.org

******Important: Indicate that your gift is targeted for the Ethel Walker School Property

Charles Schwab or Merrill Lynch Account to Account Transfers
PLEASE NOTE: TPL has brokerage accounts at both Charles Schwab and Merrill
Lynch. If your account is with Schwab or Merrill, please contact Ms. Vigil for
instructions about these kinds of transfers.

Donating Long-Term, Appreciated Stock or Other Securities- Information for your
Broker
The easiest way to give a gift of stock is through your broker. Notify your stockbroker in
writing that you wish to make a charitable gift of stock to The Trust for Public Land or
provide your broker with the instructions below. Also, please ask your broker to include
your name along with the information given to our broker. Either way, your stock gift will
be transferred to a TPL account. Then, TPL will sell the stock. In this way, TPL will sell
the stock and pay the commission, and you will avoid the capital gains tax. TPL will send
an acknowledgment to you for your tax purposes as soon as TPL’s stockbroker notifies us
of receipt of your gift.

     Instruct your stockbroker to make a direct electronic transfer of your stock
     to the account of The Trust for Public Land

                                              DTC #5198
                                              Merrill Lynch
                                              600 California St., 8th Fl.
                                              San Francisco, CA 94108
                       Attention:             Marilyn Brennan, Vice President
                                              (415) 955-3771

           Account Name:                      The Trust for Public Land
           Account Number:                    270-04E42
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           TPL Tax ID#:                       23-7222333

Donating Stock Certificates (If your stock is restricted, please see below.)
If your stock or mutual fund shares are in certificate form or if your broker prefers to send
the actual stock certificates, please send the unendorsed stock certificates by registered
mail. In a separate envelope, send a signed “stock power” for each certificate, with the
signature guaranteed by a bank or your authorized broker. Stock power forms are
available from TPL. Please call Ms. Vigil to arrange for forms to be sent directly to you.

Donating Depreciated Stock or Mutual Fund Shares
If you own stock or mutual fund shares that have gone down in value, you can first sell
the shares, then contribute the proceeds to The Trust for Public Land and claim a
charitable gift deduction and a capital loss deduction to offset any capital gains you may
have.



GIFTS OF INSIDER OR RESTRICTED STOCK, STOCK OPTIONS OR OTHER
APPRECIATED PROPERTY

For more information, including questions regarding gifts of insider or restricted stock,
stock options or other appreciated property, contact Ann Root, Director of National
Development, at (415) 495-4014, or e-mail ann.root@tpl.org.




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