December 1, 2016
Give Stocks, Bonds or Mutual Funds
A gift of appreciated securities like stocks, bonds and mutual funds may be an attractive way for you to support our mission to Celebrate Animals and Confront Cruelty.
Note: If you live in the U.S., when you transfer ownership of securities to Humane Society International, you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations.
The process is simple. You need to provide your financial advisor or brokerage firm with the following information.
Method of Stock Delivery (choose one):
Electronic delivery through Depository Trust Company (DTC)
DTC# 0443 Pershing, LLC
Account Name: HUMANE SOCIETY INTERNATIONAL
Our account: N7M001715
Contact: BNY Capital Markets Jorja Watts 412-234-0439
Physical stock certificates
Physical Certificates and the required paperwork will be sent directly to Pershing LLC., our clearing broker dealer. Please contact Jorja Watts at 412-234-0439 or email@example.com for additional instructions.
Mutual Funds and Foreign Security Gifts
Please contact Jorja Watts at BNY Mellon Capital Markets to check on the ability to accept the mutual fund and coordinate delivery. Phone 412-234-0439 or email firstname.lastname@example.org.
We encourage you to alert us in advance with the details of your appreciated gift so we can properly acknowledge your donation. Electronic security transfers do not necessarily provide us with your information. Please provide the following to Brian Klinzing at email@example.com or 202-536-8690:
- Your name, address and contact information
- Name of the security
- Number of shares and estimated value
- Approximate transfer date and transferring brokerage firm
Mutual Fund Donations
Mutual fund companies have a variety of different rules when transferring ownership of shares. Please contact your mutual fund company and Brian Klinzing at firstname.lastname@example.org or 202-536-8690 to facilitate the process.
IRS notes for U.S.-based donors
If you live in the U.S., please note:
- To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250.
- Security gifts are subject to the IRS deduction limits.
- A securities charitable value is determined by the date the security is received in a charities-designated account.
Learn more about how you can create a legacy of compassion.