Stocks or Securities
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 firstname.lastname@example.org.
Prior to transfer, please notify Dot Morgan (937) 947-4020 or email@example.com about the gift including the name of the stock and number of shares to be transferred.