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 AHS to care for the animals.
Stock transfer instructions
Information for donors who are interested in making a gift of appreciated securities:
Brokerage Firm: Morgan Stanley
Contact: Christopher Most, 612-340-6722
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 the Donor Services team at 763-489-2210 or email@example.com.
Learn more by calling 763-489-2210 or emailing firstname.lastname@example.org.