Donate Stocks Bonds and Mutual Funds
Support animals with stocks, bonds, or mutual funds
Did you know that you can receive a charitable deduction for the full market value of stocks, bonds and mutual funds and not incur capital gains tax (subject to IRS deductible limitations)?
It’s simple. Just provide your financial adviser or brokerage firm with the following information:
Method of Stock Delivery (choose one):
Electronic delivery through Depository Trust Company (DTC)
Account Name: The Humane Society of Macomb
Our Account: 689-03243
Contact: Merrill Lynch, Amy Irish 248-645-7169
Physical stock certificates
Attn: Amy Irish
39577 Woodward Ave. Ste 100
Bloomfield Hills, MI 48304
Note: If the security is still in your name, a letter of authorization is needed giving up ownership of the security.
Mutual Funds and Foreign Security Gifts
Please contact Amy Irish at Merrill Lynch at 248-645-7169 to coordinate delivery.
Due to privacy concerns, electronic security transfers do not always provide us with your information. We would appreciate it if you would alert us in advance of your gift so we can properly acknowledge your donation. We appreciate your support.
To inform us of your donation, please contact Vickie Castiglione at firstname.lastname@example.org or call 586-739-6873 and provide the following information:
Your name, address and contact information
Name of the security
Number of shares and estimated value
Approximate transfer date and transferring brokerage firm
Mutual Fund Donations
When transferring ownership of shares, mutual fund companies have a variety of different rules, please contact the mutual fund company directly and Vickie Castiglione at email@example.com or call 586-739-6873 to facilitate the process.
Please note the IRS guidelines are subject to change. For the most up to date information please contact your tax professional about your specific situation. For 2018 tax returns, IRS Publication 526 on Charitable Contributions is available here: