Stocks and Mutual Funds
Donations of stocks and mutual funds is a very effective way to increase your support of Heritage Conservancy.
The following DTC instructions should be used. Please also include the account title and account number.
Account Title: WTNA AGT HERITAGE CONSERVANCY INC MM
Account Number: 160625-000
NOTE: Our DTC # is 0990
- Participant #990-Manufacturers & Traders Trust Company (M&T Bank)
- Agent ID #26668
Affirming Money Manager-use transferring institution’s Institutional ID #, provide Ad Hoc letter and contacts - Non-Affirming Money Manager-use Wilmington Trust’s Institutional ID # 26667
Retirement Plans
Heritage Conservancy also encourages gifts from retirement accounts. If you are 70½ or older, you can make a tax-free Qualified Charitable Distribution from your traditional or Roth IRA without incurring federal income tax on the withdrawal. And if you are 72 or older, the distribution can count toward your annual Required Minimum Distribution.
You can also name Heritage Conservancy as a beneficiary of your IRA, 401k, or other qualified plan through this tax-efficient way of giving.
Donor Advised Funds (DAFs)
Donor-advised funds (DAFs) are the fastest-growing charitable giving vehicle and provide opportunistic tax benefits. You can support the Conservancy by contacting the organization that sponsors your DAF and recommending a grant be made to Heritage Conservancy.
Contact your Attorney or Advisor to discuss opportunities and tax benefits.
For questions directed to Heritage Conservancy, contact Heather Gaghan:
Heather Gaghan
Associate Director of Development
215-345-7020 ext. 103
hgaghan@heritageconservancy.org