Donations of stock are a great way to remain liquid while avoiding the frustrations of Capital Gains Tax. Roarke accepts direct transfers of stock through Fidelity, allowing for a cost-free and direct transaction. Stock donors are notified of their value, per IRS regulation, through a notification letter mailed to the address provided through Fidelity, unless otherwise specified.

For any publicly traded security (like most stock), Fair Market Value is directly equivalent to the value at the time of transfer, avoiding much of the headache with other forms of complex donation. While you will likely receive a confirmation from your own brokerage as well as Fidelity, Roarke, as mentioned above, will additionally confirm the trade’s completion via email and a notification letter mailed to the address filled in our donor form.

Donors can submit direct transfers through this three step process:

1. Contact your brokerage account or initiate a transfer. You will need the following information:

   1. Fidelity’s Depository Trust Company (DTC) Number: 0226

   2. Name on Recipient Account: Roarke Regenerative Land Management

   3. Account Number: 39900000740572726

2. Once a transfer is initiated, please email Roarke any confirmation materials you may have that bear your account number and name, as transaction numbers for verification. Please include your full legal name (or entity name for corporate donors), mailing address, and any additional information you feel is relevant.

3. Standby for the transaction to processed. Roarke will contact you via the email thread with a confirmation, as well as an IRS-compliant notification letter for your records. A separate physical notification letter will be mailed to you shortly after.

While your brokerage may have restrictions as far as timeline of release, Fidelity initiates transfers as soon as possible. For donors with large contributions or large volume of shares, often visiting a Fidelity location in person can provide an expedited and curated experience.

Donors wishing to remain anonymous can submit stock through a similar fashion, though beware that Donor Advised Funds or your own brokerage may disclose your information inadvertently through the donation process. Roarke will not publicly disclose the information or identity of those wishing to remain anonymous, but may be in possession of that information by no fault of our own.

Have questions or need assistance? Fill the below form or contact donations@roarke.org to be relayed to a specialist. All inquiries will be answered with 24 hours of their submission.