DAF’s, QCD’s and Stocks
DAF's, QCD's & Stocks
Options like donor-advised funds offer immediate deductions and flexible granting, while qualified charitable distributions from IRA’s provide tax-free ways to fulfill required minimum distributions. Donating appreciated stocks and mutual fund shares held for over a year allows for an income tax deduction on the fair market value and bypasses capital gains tax, maximizing your charitable impact. To make a stock gift to Tails Humane Society, please contact Michelle Groeper at mgroeper@tailshumanesociety.org or call 815-758-2457 ext 101.
You can download the form below and give to your financial advisor to help complete the necessary paperwork and easily donate stock to help the animals at Tails.
Please contact Michelle Groeper at mgroeper@tailshumanesociety.org or call 815-758-2457 ext 101 on or before the day you actually initiate the transfer with the following information, so that we may acknowledge you and record the gift appropriately:
- number of shares
- name and stock symbol of what you plan to transfer
The gift will be valued on the day the stock enters Tails Humane Society’s account.
