Gift of Appreciated Long-Term Securities
Long-term, appreciated securities (stocks, bonds, and mutual fund shares) may be an attractive way for you to support the Animal Care Sanctuary. Your gift will provide significant tax benefits for the full market value of your securities and you will incur no capital gains tax subject to IRS deductible limitations.
Method of Stock Delivery (choose one):
Electronic delivery through Depository Trust Company (DTC)
DTC# 0443 Pershing, LLC
Account Name: xxxxxxx
Our account: xxxxxx
Contact: xxxxx at xxx-xxx-xxxx
Physical stock certificates
Mail securities and required documents to:
xxxx
xxxxx
Attn: xxxxxxxx
If the security is still in the your name, a letter of authorization is needed giving up ownership of the security.
For mutual funds contact your mutual fund company and Terry Mckendry at tmckendry@animalcaresanctuary.org or 570-596-2200 to facilitate the process.
Please provide the following to Terry Mckendry at tmckendry@animalcaresanctuary.org or 570-596-2200.
Your Name, address and contact information
Name of the security
Number of shares and estimated value
Approximate transfer date and transferring brokerage firm
Have questions or need additional information?
Nothing on this website should be construed as legal advice. Please contact your attorney or financial advisor to determine what is best for your personal situation.
OUR EAST SMITHFIELD LOCATION
East Smithfield, PA 18817
MAILING ADDRESS
East Smithfield, PA 18817
PHONE:
COMMUNITY CLINIC
(570) 596-2200 - Option 2
Fax: 570-596-2222
Wellsboro, PA 16901
WELLSBORO CLINIC PHONE:
WELLSBORO ADOPTION OFFICE:
VISIT OUR ONLINE PHARMACY
Together we can make a difference.
570-596-2200 Choose Extension 123
Email: bmorgan@animalcaresanctuary.org
Cat rehoming and behavioral questions
570-596-2200 Choose Extension 108
Email: abartholomew@animalcaresanctuary.org
FOLLOW US
Animal Care Sanctuary is a 501(c)(3) nonprofit organization — contributions to which are tax deductible to the fullest extent permitted by law. The official registration and financial information of Animal Care Sanctuary may be obtained from the Pennsylvania Department of State by calling toll free within Pennsylvania, (800) 732-0999.
Registration does not imply endorsement.
Tax ID- 22-1837635
