Give Stocks, Bonds or Mutual Funds

A gift of appreciated securities like stocks, bonds and mutual funds may be an attractive way for you to support our mission to Celebrate Animals and Confront Cruelty.

When you transfer ownership of securities to The Humane Society of the United States you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations.

The process is simple. You need to provide your financial advisor or brokerage firm with the following information.

DTC instructions for Stock and Bond Transfers

DTC #0954
Account Name: The Humane Society of the United States
ACCT # 10260221700

BNY Mellon Wealth Management contact:
Lauren Sprys 412-236-1402 or lauren.sprys@bnymellon.com

We encourage you to alert us in advance with the details of your appreciated gift so we can properly acknowledge your donation. Electronic security transfers do not necessarily provide us with your information.

Please provide the following to Irene Ballenger at iballenger@humanesociety.org or call at her at 301-548-7782.

Your Name, address and contact information
Name of the security
Number of shares and estimated value
Approximate transfer date and transferring brokerage firm

Mutual Fund Donations

Mutual fund companies have a variety of different rules when transferring ownership of shares. Please contact your mutual fund company and Irene Ballenger at iballenger@humanesociety.org or 301-548-7782 to facilitate the process.

IRS notes:

To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250.
Security gifts are subject to the IRS deduction limits.
A securities charitable value is determined by the date the security is received in a charities designated account.

Learn more about how you can create a legacy of compassion.