Giving a gift of stock to PAWS Chicago can have many tax benefits.
For example, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them; moreover, the capital gains tax is avoided through such a gift. Just follow these two easy steps:
This will ensure that we correctly credit the gift to you.
- Email Betsy Moore at email@example.com. Please provide:
- Your name, address and phone number
- The name of the stock
- The number of shares contributed
- The approximate date the transaction was made or will be made
- Have your stockbroker deliver any securities to:
Agent Bank Name: TD Ameritrade
Account Name: PAWS Chicago
Account Number: 939-507617
DTC Number: 0188