Michigan Land Use Institute

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Make a Stock Gift

Many Ways To Give


► Make a memorial donation

Please consider making a donation in memory or honor of someone who has valued MLUI's work to improve your health and environment by advocating for regional planning, local food, green energy, and clean water.

 

► Ask your employer about a matching gift

This is a perfect way to leverage your gift with a matching donation from your employer. Many workplaces encourage this type of giving and have programs that make this a very easy option. To get started, just contact your human resources department.

 

► Make a bequest for future generations

Each of us wants to leave a gift for future generations. Your bequest to the Michigan Land Use Institute accomplishes a greater good — the assurance that Michigan's incredible beauty will endure for the wonder and awe of children for years to come. It is your personal legacy — a triumph of planning over the destruction of lands we treasure.

Learn how to make a bequest

 

► Make a stock gift

Some members choose to support the Michigan Land Use Institute by donating gifts of appreciated securities. In addition to providing crucial financial support for communication and advocacy, you can save capital gains tax.

Learn how to make a stock gift
 

 

Please ask your broker to contact Amy MacKay at 231-941-6584 ext. 704, amy@mlui.org, before transferring any securities. This will ensure that our broker is aware of your gift and is actively looking for it.

Some members choose to support the Michigan Land Use Institute by donating gifts of appreciated securities. In addition to providing crucial financial support for communication and advocacy, you can save capital gains tax.

You can donate securities directly from your brokerage account or, by transferring stock certificates or Stock held through your broker.

In order to retain the tax benefits for yourself, do not sell appreciated shares! If you sell the shares to contribute cash the IRS will tax you on the capital gains leaving you with a tax liability and less to give. Conversely, if the shares you are donating have decreased in value from your original cost you should consider selling the stock and donating the cash. This way you can take a capital loss deduction on your income tax and a charitable deduction for the full amount of the donation.

Stock Certificates

To contribute by transferring stock certificates you need a stock power for each one you plan to donate. These stock powers must be signature guaranteed. Your local bank or broker can witness your signature and stamp it accordingly.

Once you have signed the powers (do not sign the back of the certificates), mail the certificates in one envelope and signed stock powers with the signature guarantee in a separate envelope. Then mail both envelopes to:

Michigan Land Use Institute 
148 E. Front St., Suite 301, Traverse City, MI 49684-5725 
231-941-6584 

NOTE: We recommend use of certified mail with return receipt.

Stock Held Through Your Broker

We make it as simple as possible for you to transfer stock through your broker to the Michigan Land Use Institute. You can simply provide the following information to your broker or ask them to call Cindy Rebman at 231-941-6584 ext. 17 for the information.

Merrill Lynch 
Account # 676-04J55 
Account Name: Michigan Land Use Institute 
DTC ID#: 5198 
Tax ID # 38-2314954

Michigan Land Use Institute

148 E. Front Street, Suite 301
Traverse City, MI 49684-5725
p (231) 941-6584 
e comments@mlui.org