You can make a difference for farmed animals by donating appreciated securities to Animal Place—stocks, bonds, or mutual funds—that you’ve held for more than one year. These gifts support our life-saving mission in a meaningful way and can offer you significant tax advantages.
Donating appreciated stock, bonds, or mutual funds can be a highly tax-efficient way to give: neither you nor Animal Place pays capital gains tax on the appreciation, and you may be eligible to claim a charitable deduction equal to the securities’ fair market value in the year of your gift.
To make giving simple, we’ve partnered with FreeWill. Use this secure online tool to donate public or private stock in minutes, so we can track your gift, send you the correct receipt, and ensure you can get the tax savings you deserve. This tool makes transferring stocks simple by allowing you to securely submit the required forms through DocuSign or to print and mail them. Once Animal Place receives your gift, you’ll receive a tax acknowledgment for the market value of your gift.
If you would prefer to make your stock gift through your financial advisor, you can access our transfer information from the link above. Filling out the form helps us identify your gift upon receipt, so we can provide you with your tax acknowledgment letter.
Please consult with your tax and financial advisors to ensure you follow all guidelines.
FAQs
What are Adjusted Gross Income (AGI) restrictions?
Unlike with cash donations, your deduction is limited to 30% of your AGI. If your donation is in excess of 30% of your AGI, you can carry forward unused deductions for five years. Please consult your tax professional if this is the case.
Will I need a receipt from Animal Place?
Yes! Animal Place will provide you with a tax receipt. You will need to provide us with the following information to include in your donation receipt:
Stock Information
- Name of stock
- Approximate # of shares
- Approximate value
- Anticipated date of transfer
- Brokerage name
- Date stock was acquired
Your receipt will include our federal EIN (68-0200668), contact information, confirmation that no goods or services were exchanged, the description of the stock, and the high, low, and average.
How long should I hold onto a stock before donating?
At least one year and one day.
Can I transfer my appreciated securities to a donor-advised fund (DAF)?
Yes, you can choose to transfer your appreciated securities to a DAF and then donate from your DAF to Animal Place. You would receive similar tax benefits.
For questions, please email Marji, Development Director, at [email protected] or call (530) 477-1757.