Gifts of Stock - MSPCA-Angell

Making a gift of stock, bonds, or mutual funds can help the animals served by the MSPCA-Angell, provide attractive tax benefits, and can, in some cases, provide you with payments for life.

If you are currently holding securities that have grown in value for more than a year, donating them to the MSPCA-Angell may be advantageous. If you own shares that are not generating much income, you can use them to fund a planned gift, which may be able to provide you with lifetime payments, as well as tax and financial benefits, and will allow us to continue our mission to prevent cruelty to animals.

mspca-angell-rescues-dog-who-chewed-off-his-own-foot-while-tethered-outside

There are several ways to give securities:

An outright gift of stock at its present market value. This allows you to avoid paying any capital gains tax and gives you a charitable income tax deduction based on the stock’s fair market value (FMV). The income tax deduction is equal to the FMV, up to 30 percent of your adjusted gross income. Any excess of that amount can be carried over and deducted for five additional years, within the limitations of the law.
A gift of stock to fund a life income gift. By using securities to fund a life income gift, you can minimize capital gains tax, take a charitable tax deduction, and receive annual income for life.
Securities left by bequest. Because of the estate tax charitable deduction, leaving your securities to the MSPCA-Angell in your will or trust may reduce your estate taxes.

How to Make a Donation of Securities to the MSPCA-Angell

In order to transfer stock or other appreciated securities, you simply need to provide your broker with the following information:

Fidelity Investments
Account# 119-096350
DTC# 226 National Financial Services Corporation
200 Seaport Boulevard, Mailzone 101
Boston, MA 02210
800-544-6666

Please notify the MSPCA Development Office at stockgifts@mspca.org or 617-541-5011 to provide a description of the transfer (i.e. number of shares and which company) so that your gift can be accurately acknowledged.

Upon receipt of the shares, the MSPCA will send you a letter of acknowledgement.

If we can be of any further assistance, please don’t hesitate to contact us.

Gifts of Stock & Securities

There are several ways to give securities:

How to Make a Donation of Securities to the MSPCA-Angell