STOCKS & SECURITIES TRANSFER
The transfer of appreciated securities is perhaps the most cost-effective way to make a donation.
When you transfer ownership of long-term holdings to Helpusadopt.org, you receive a charitable deduction for their full market value—and you incur no capital gains tax (subject to IRS deduction limits).
Please let us know in advance that you plan to make a stock transfer by emailing firstname.lastname@example.org, or calling our development office at 917-684-5484
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account).
Please download the information required to complete the transfer here: Stocks & Securities Transfer.