Gifts of Appreciated Stock

Gifting Appreciated Stock

There are many tax benefits to giving stock or other securities such as bonds or mutual funds to Max’s Helping Paws. If you have held your stock for more than one year and it is now worth more than you paid for it (appreciated), you could receive a greater tax benefit than if you had given cash.

By donating appreciated stock, you could avoid paying capital gains taxes that would otherwise apply if you had simply sold the asset. In addition, you will receive a tax receipt for the current fair market value of the stock on the date of transfer, no matter what you originally paid for it.

Please consult with your accountant or a qualified tax professional regarding charitable tax deductions. Follow these steps:

  • Please call 831-704-6473 or email admin@maxshelpingpaws.org to notify us of your intent to donate stock to Max’s Helping Paws Foundation (Legal Name: Animal Relief Fund – Monterey)
  • Please transfer gifts of securities to our account at RBC Wealth Management:

DTC number: 0235
Account number: 321-37526
Account name:  FBO Animal Relief Fund Monterey  

If you have any questions, please contact our broker:

Faye Behrouz
Senior Registered Client Associate
RBC Wealth Management
345 California Street 29th Floor
San Francisco, CA 94104
T # (415) 445.8411 /
F # (415) 445.8452  

PLEASE EMAIL ADMIN@MAXSHELPINGPAWS.ORG IF
YOU HAVE QUESTIONS ABOUT DONATING STOCK

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