Many of our members prefer contributing stock, rather than writing a check, to fulfill their annual gift. By giving appreciated property (for example, stocks or bonds) you can avoid paying capital gains taxes on the appreciation, receive a tax deduction on the full value of the gift, and support the Vermont Land Trust at a lower cost to you.

Donations of stock can also be used to endow an annual gift or establish a planned gift, such as a charitable gift annuity.

For more information about gifts of stock or other appreciated property, or to discuss planned giving opportunities, call Jane Coffey at (802) 262-1204.

How to Transfer Stock to the Vermont Land Trust

To make a gift, please notify your broker in writing that you are making a charitable gift of stock to the Vermont Land Trust.

We ask that you or your broker contact Jane Coffey to notify VLT of the transfer. This is important because your name will not be included in the wire transfer to our broker.

Jane Coffey
8 Bailey Avenue
Montpelier, VT 05602
802-262-1204
802-223-4223 (fax)
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

The Vermont Land Trust's EIN number is: 03-0264836

Transfer instructions for your broker:

If the securities are held in a "Street Name" at a brokerage firm or bank other than Morgan Stanley, have your broker transfer the shares to:

Morgan Stanley
DTC # 015
FAO ACCOUNT # 413-050631-048
FAO Vermont Land Trust

If the securities are held in a Morgan Stanley account, have your broker journal the gift to VLT’s account at Morgan Stanley:

FAO ACCOUNT # 413-050631-048
FAO Vermont Land Trust

For other circumstances, contact VLT’s broker:
Lucinda M. Bain,
Sr. Vice President, Wealth Advisor
Morgan Stanley
30 Main Street
Burlington, VT 05401
Direct: (802) 863-7768 or (800) 869-9660
Fax: (802) 865-2137