Donating appreciated stock, bonds, or mutual funds

This is an impactful and easy way not only to help save the animals, but also to save on taxes.

By making a gift to Best Friends through your appreciated stock donation, you’ll not only save lives today, but you’ll also ensure a bright, safe future for generations of animals to come.

A powerful way to give

Making a gift of your appreciated stocks, bonds, or mutual funds to Best Friends not only saves lives, it saves you money on taxes.

When you donate your appreciated stock, mutual funds, or bonds to Best Friends, we sell your gift and use the proceeds for lifesaving work.

You avoid paying capital gains tax and might also be eligible for a charitable income tax deduction, and you also use your gift of appreciated stock, mutual funds, or bonds to help the animals and receive income for life. Ask us about making a gift of appreciated securities to fund a charitable gift annuity.

As an example of how you and the animals benefit*, the market value of a gift of $100,000 has a $68,500 cost to you when you factor in cost basis ($50,000), charitable deduction ($24,000**), and capital gains tax avoided ($7,500***).

*Figures may vary based on the income tax laws in your state.
**Calculation is based on a 24% federal income tax bracket.
***Calculation is based on a 15% long-term capital gains tax rate.

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Making your gift of stocks, bonds, and mutual funds

Making a gift of appreciated stock, bonds, or mutual funds is easy with the help of your tax or financial professional.

As always, we recommend that you consult your tax or financial professional for advice before making charitable donations. You can print and bring this fact sheet to your consultation. The first step in making a gift of this type is to provide your with the following securities transfer information*:

DTC code: 0075
Account number: 1023-7478
Account name: Best Friends Animal Society
Best Friends EIN: 23-7147797
Receiving institution: LPL Financial, LLC**

*When you make a gift to Best Friends by transferring stocks into our account, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift, please let us know. You can reach us by emailing plannedgiving@bestfriends.org or by calling 435-359-9227.

**LPL Financial is a financial intermediary whose name might appear in any transactions.

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When you make a gift to Best Friends using the transfer information above, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift, please let us know.

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Ready to make a gift?

We have a planned giving advisor ready to help you create a gift that works best for you.

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Leave a lifesaving legacy

Planning your gift today will make a difference for the animals for years to come, making you a Forever Friend.

The gifts of Forever Friends provide love and safety for homeless pets long into the future.

Becoming a Forever Friend