Gifts of Stock And Securities

Consider gifting securities to Humane Animal Partners! When you do, you will be able to deduct the full market value (FMV) as a tax-deductible gift and avoid capital gains taxes on the difference between the FMV and your original basis. Your “cost of gift” is therefore reduced by the amount the securities have grown, while HAP utilizes the full value of your asset!

How to Donate Stocks, Mutual Funds, and Other Securities to HAP

If you would like to make a donation by electronically transferring securities to HAP, please contact your stockbroker with instructions to make the transfer.

Provide your broker with the following information in order to facilitate the transfer:

  • Broker-dealer: NFS/Commonwealth Financial Network
  • Address: 29 Sawyer Road, Waltham, MA 02453-0081
  • Phone Number: 800.251.0080
  • DTC #: 0226
  • Account Number:  H2Y-199900

Please ensure that your stockbroker knows to transfer the stock outright to HAP, rather than selling the stock first and then transferring the proceeds. Otherwise, you could incur a capital gains tax on the appreciated securities.

The value of your donated stock is the average of the high and low value on the date of the gift.  In considering when you might wish to transfer stock, be advised that the gift date for tax purposes is the day the securities are transferred directly to HAP.

For more information about contributing stock to HAP, please contact our Director of Philanthropy, Kate Callihan at kcallihan@hapde.org or (302) 440-3113.

Tax Advice Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

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