The Minnesota Land Trust accepts gifts of stock to further our mission. When you transfer stock to the Land Trust, it is sold to provide funding for our work across the state.
Please notify us if you plan to make a gift of stock. Complete the form below or call us at 651-647-9590. Unless you tell us your name and shares of stock, it’s nearly impossible for us to know who gave a gift, because we are not provided with donor information. The more information you provide, the easier it is for us to attribute the stock gift to you and in turn send you an acknowledgement tax receipt. To complete your stock transfer, please contact our broker. (Broker and DTC information is located below the form.) Note: Filling out the form does not complete a stock transaction, rather it provides us notification of your intentions.
Stock transfer information:
Securities firm: TD Ameritrade Institutional
DTC # 0188
Account # 941597069
Broker: Bob Shepard
Capital Management Associates, Inc.
7900 Xerxes Avenue South
Minneapolis, MN 55431