STOCK DONATION
|
Giving stock to your favorite charity is a win-win! By donating stock that has appreciated for more than a year, you are actually giving more than if you sold the stock and then made a cash donation because you do not pay capital gains taxes. Plus, you are still eligible to deduct the full fair-market value of the asset you donated from your income taxes, up to the overall amount allowed by the IRS.
Learn more about the benefits of donating stock here. We recommend that you consult a tax professional with any specific questions. |
|
STEP ONE: DONATE STOCK
Please provide your broker with the following information:
Name of Account: CANINE COMPANION RESCUE CENTER (ATTN Wendy M Kopera)
Broker: Charles Schwab
DTC #: 0164 (Code 40, if needed)
Account #: 3387-3307
Tax ID #: 76-0772542
Please provide your broker with the following information:
Name of Account: CANINE COMPANION RESCUE CENTER (ATTN Wendy M Kopera)
Broker: Charles Schwab
DTC #: 0164 (Code 40, if needed)
Account #: 3387-3307
Tax ID #: 76-0772542
STEP TWO: NOTIFY US
When your stock or mutual funds are transferred to our account, we do not receive any information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please fill out the form below either before or after donating securities:
When your stock or mutual funds are transferred to our account, we do not receive any information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please fill out the form below either before or after donating securities:
