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).

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Please let us know in advance that you plan to make a stock transfer by emailing info@helpusadopt.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).

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Please download the information required to complete the transfer here: Stocks & Securities Transfer.

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