Donate appreciated stock, bonds or mutual funds to save even more lives
A donation of stock is a powerful and easy way to support and further the lifesaving of Best Friends and receive a significant tax break from the IRS. You will not pay capital gains tax on the securities you donate and you will receive an immediate tax deduction for the fair market value on the date of transfer. As always, we recommend that you consult your tax or financial professional for advice before making charitable donations.
Please see below for important instructions before making a donation of stock.
STEP 1: Provide your broker with the following transfer information
DTC code: 0075
Account number: 1023-7478
Account name: Best Friends Animal Society *
Best Friends EIN: 23-7147797
Receiving institution: Zions Wealth Advisors
1 South Main Street, PWM Center
Salt Lake City, UT 84133
*LPL Financial is a financial intermediary whose name might appear in any transactions.
You can also download our Stock Transfer Form to get started.
STEP 2: Notify us
When your stocks are transferred into our account, we do not receive any information that identifies you as the donor. We want to ensure that you receive a proper tax acknowledgement of your gift, so please email email@example.com or call 435-644-2001, extension 4698, to provide the following information when the gift is made:
- Brokerage company
- Name and address of donor
- Name of stock
- Number of shares
- Anticipated date of transfer
Mary McDonell, director of finance
Maggie Dahl, executive assistant
Thank you for making a stock donation and for all that you do for homeless pets.