News & Events

Gifts of Stock and Donor Advised Funds

Author: Stephanie Wiegand | 11/13/19

Gift of Stock

To arrange a gift of stock, please contact

Fidelity Investments

Account name: Jefferson Land Trust
Account number (also called DTC number):

  • Clearing # 0226
  • Account # – Z50244180

Jefferson Land Trust Tax ID: 91-1465078

Please note that Fidelity does not immediately notify us when stock transfers occur, so if you should decide to make a stock gift, please call Director of Philanthropy Kate Godman at 360.379.9501 ext. 102 to advise her of the approximate transfer date, stock name, and number of shares, and she will watch our brokerage account for its arrival.

Donor-Advised Funds

Please consider recommending Jefferson Land Trust for a charitable distribution from your Donor Advised Fund (DAF).

Contact: Kate Godman, Director of Philanthropy
1033 Lawrence Ave
Port Townsend, WA 98368
Tel: 360/379-9501
Tax ID: 91-1465078