Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Humane Society of Southern Arizona.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Humane Society of Southern Arizona.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Attn: Helene Plotz, SLS Wealth Management,
[email protected], 520-747-6186
DTC#: 8862 Account#: 410-02585
Client Name: Humane Society of Southern Arizona
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
Humane Society of Southern Arizona
635 W Roger Rd
Tucson, AZ 85705
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Questions? Please contact Diana Cannon, Chief Development Officer, 520-327-6088 x117, [email protected].
