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Stocks

Supporters regularly make stock donations to the Conservancy, which offers tax advantages. Please click HERE to download the Stock Donation Form.

What You Should Know Before Donating Stock

  • Donated appreciated stocks, bonds and mutual funds held for more than 1-year are income tax-deductible for up to 30% of the adjusted gross income.

  • Appreciated stock, meeting the 1 year holding requirement, is not subject to capital gains taxation.

  • Depreciated stock may be sold with the proceeds donated to the Conservancy AND a capital loss deduction claimed.

  • Please consult a qualified legal or financial advisor before making a gift of stock.

To Donate Stock to The Conservancy
Your broker can electronically transfer stocks (DTC) to The Conservancy’s

UNION BANK OF CALIFORNIA investment account

Account Name San Dieguito River Valley Conservancy
Brokerage Company UBOC Investment Services
UBOC Contact 1-800-634-1100

Please call The Conservancy at (858) 755-6956 to obtain our UBOC Investment account information.


San Dieguito River Valley Conservancy | P.O. Box 89 | Del Mar, CA 92014 | Phone: 858-755-6956 | Fax: 858-356-4222 | Email: sdrvc@sdrvc.org

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Guided Hike
Date: Sunday, September 28
Time: 5:00pm - 7:15pm
Location: Crest Canyon & Torrey Pines Extension ...more.
Habitat Restoration
Date: Saturday, September 20
Time: 9:00am - noon
Location: San Dieguito Lagoon...more.



DONORS ON BOARD

The “Donate a Plank” campaign...more.
TRAIL ACCELERATION FUND

Off to a Good Start
But has Mountains to Climb...more.


Located on the western end of the River Park, Crest Canyon was threatened with residential development when citizens convinced the Cities of San Diego and Del Mar to purchase the land and protect it as open space...more.