Donations of appreciated stocks or securities can offer one of the most significant tax breaks from the IRS. This is a powerful way to help support our rehabilitation, retraining and rehoming efforts.

  • You pay no capital gains tax on the securities donated
  • You receive a tax deduction for the fair market value
  • You can direct the proceeds to general operations or a specific project

For more information and account numbers to transfer stocks, please contact Stephanie Schanken at Ascend Advisory (614) 784-6000 or sschanken@ascendadvisory.com.

Prior to transfer, please notify Dot Morgan (937) 947-4020 or dot@horseadoption.com about the gift including the name of the stock and number of shares to be transferred.

 

Discreetly--Mine-e