Making a gift of appreciated stock can benefit you as well as the animals. Donating stock you’ve held for more than 12 months avoids capital gains taxes on the increase in the stock’s value and allows you to receive its full, fair market value on the date of the gift.
This is an excellent vehicle for stock that has appreciated substantially in value. Proceeds from the sale of your donated stock will be used by the Animal Humane Society to care for the animals.
Animal Humane Society offers the following information for donors interested in making a gift of appreciated securities.
Brokerage Firm: Morgan Stanley
Contact: Daniel Horyza, 612-340-6774
Name on Account: Animal Humane Society
Account #: 364-067652-301
Federal ID#: 41-0693842
Morgan Stanley does not automatically notify us when transfers are made. We want to be sure to acknowledge your support in an accurate and timely way. Once the transfer is made, please notify:
845 Meadow Lane North.
Golden Valley, MN 55422
Learn more by contacting us online or calling (763)-489-2210.