Gifts of Appreciated Stock, Bonds or Mutual Funds
Make an immediate impact by giving a gift of appreciated assets. You’ll avoid capital gains tax on securities you donate and receive an immediate tax deduction.
Donate appreciated stock, bonds or mutual funds to save even more lives.
A donation of stock is a powerful and easy way to support and further the Friends mission and receive a significant tax break from the IRS. You will not pay capital gains tax on the securities you donate and you will receive an immediate tax deduction for the fair market value on the date of transfer. As always, we recommend that you consult your tax or financial professional for advice before making charitable donations.
Please see below for important instructions before making a donation of stock.
STEP 1: Provide your broker with the following transfer information:
DTC code: 0164
Account number: 6435-6261
Account name: Friends of the Fairfax County Animal Shelter
Receiving institution: Charles Schwab
STEP 2: Please notify us:
When you make a gift to Friends by transferring stocks into our account, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift please email firstname.lastname@example.org with the following information:
- Brokerage company
- Name of Donor
- Name of Stock
- # of shares
- Anticipated date of transfer
Questions? Please contact:
Evelyn C. Grieve, President
Friends of the Fairfax County Animal Shelter:
Thank you for making a stock donation and for all that you do for the homeless pets at the Fairfax County Animal Shelter.