milonic
 
  2008

Donate Stock Transfer Instructions

   Giving stock held more than 12 months offers a two-fold tax savings. First, you avoid paying capital-gains tax on the increase in value of your stock. In addition, you receive a tax deduction for the full fair market value of the stock on the date of the gift. Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent vehicle for stock that has appreciated substantially in value.

   Stockbrokers require instructions in writing. You will need to give the following delivery information to your broker to make a gift to the Animal Humane Society:

Stock Transfer Instructions

Brokerage Firm: Wachovia Securities
Contact: Abby Dority, 612-342-0500
Name on Account: Animal Humane Society
Account #: 4547-5660
DTC #: 0141
Federal ID #: 41-0693842

Once the transfer is made, or if you have questions, please contact Melissa Peacock, Donor Relations Officer at 763-489-1575 or mpeacock@animalhumanesociety.org. The broker does not automatically notify us when transfers are made.



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