TAX SMART GIVING

Donate Stock

Giving appreciated stocks, bonds, or mutual fund shares is a simple and impactful way to support the Fallbrook Land Conservancy’s mission. Your gift may also provide meaningful financial benefits, including potential income tax deductions and capital gains tax savings.

If you prefer to donate directly through your broker, you can request our transfer details and notify the Fallbrook Land Conservancy of your gift.

Gifts of stock and securities are fully tax-deductible at their market value at the time of your contribution.

Please notify us as soon as transfer instructions have been given to your broker so we can properly acknowledge your gift. 

For further questions or disbursement instructions, please contact:

Heather Welch
Email: Heather@FallbrookLand.org

Donor Advised Funds

A donor-advised fund (DAF) is a simple, flexible, and tax-efficient way to support a nonprofit. If you have a DAF through organizations like Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or a community foundation, you can recommend grants directly to the nonprofit of your choice.

How It Works

1. You make a tax-deductible donation into your DAF.

2. Your contribution can grow tax-free while invested.

3. At any time, you can recommend a grant to a nonprofit you care about.

4. The DAF sends the funds directly to the nonprofit, usually with your name—or anonymously, if you choose.

   
   
   Qualified Charitable Distributions

If you are 70.5 or older, giving from your IRA can help reduce your taxable income — and for those over 73, you are required to take a Required Minimum Distribution (RMD) from your IRA. The portion of your RMD that you allocate as a gift in the form of a qualified charitable distribution (QCD) is not subject to federal income taxes.

Fallbrook Land Conservancy is a nonprofit 501(c)(3) organization. Tax ID 33-0301237.