Gifts of Stock
Donating appreciated stock, mutual funds, or other securities is a tax-smart way to support MALT. You may avoid capital gains taxes on the appreciation and be able to deduct the full market value of the gift. Please consult with your financial advisor about the tax benefits and timing of your donation.
To transfer securities, please give your broker the following information:
- Charles Schwab & Co, Inc.
- Account Number: 2668-4624
- DTC #0164 Code 40
Gifts from your IRA:
Qualified Charitable Distribution (QCD)
If you’re 70½ or older, you can make a tax-free gift to MALT directly from your traditional IRA through a Qualified Charitable Distribution (QCD). If you’re 73 or older, the gift also counts toward your Required Minimum Distribution for the year.
- In 2026, you can give up to $111,000 per person
- Contact your IRA custodian and request a QCD; most have a dedicated form you can find by searching “QCD” after logging in
- The check must be payable to Marin Agricultural Land Trust; if funds go to your personal account first, the gift loses its tax-free status
- Allow 2-3 weeks for processing; QCDs must be received by December 31 to count for that tax year
MALT’s information for your custodian or broker:
- Recipient: Marin Agricultural Land Trust
- Tax ID (EIN): 94-2689383
- Mailing address: P.O. Box 850, Point Reyes Station, CA 94956
Have a 401(k) or 403(b)?
Those accounts can’t make QCDs directly, but your financial advisor can help you roll funds into a traditional IRA first.
Both stock transfers and IRA gifts often arrive without donor information. Please let us know when you’ve made a gift so we can acknowledge it and send a receipt for your records.
Please consult your financial advisor or tax professional about your specific situation.