Carol’s Story

“When I inherited some money from my mother, I knew that the best thing I could do with it was set up a special investment account to give the money to charity — especially TPL, which had always been a big part of our family life.

I worked with my broker to invest it specifically for that purpose. It is geared to generate capital gains rather than income.

With my broker’s help I can now make donations to TPL regularly and easily by giving donations of stock rather than cash. The result is that I do not pay any capital gains tax on the increased value of the shares and can give TPL more than I would have been able to do with a cash donation.

Receiving a charitable tax receipt for the entire donation is a bonus.”

Carol,
A gift of securities donor