donate stocks and bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Guayabo Animal Rescue. These gifts provide both significant tax and financial benefits, such as bypassing capital gains taxes and providing income tax deductions.
Benefits of Gifts of Stocks and Bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to Make a Gift of Stocks and Bonds
Thank you so much for supporting the animals at Guayabo Animal Rescue with a gift of stocks or bonds! To assist us in facilitating your donation, please contact us at nicole@garcr.org with the following information. Once we receive your email, we will forward instructions for initiating a transfer of shares.
- Your Name
- Your Email
- Name of brokerage firm that is making the transfer
- When you anticipate making this transfer
- What is being transferred (i.e. name of stock, mutual fund)
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Mail Transfer
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Remember to use certified mail and connect with us first so we may give you any updated address information and be expecting your generous gift soon.
If you have any questions, please contact us at nicole@garcr.org. We will be happy to assist and answer any questions you may have at this time. Thanks for helping us save lives!
