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?

tmckendry@animalcaresanctuary.org

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.