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 adviser or brokerage firm with the following information.

Gift processing delivery instructions

DTC Eligible Securities (including Mutual Funds sent via ACAT)

DTC# 0443
Pershing, LLC (One Pershing Plaza, Jersey City, NJ 07399)
For Credit to account #: N7M100467
Client account name: The Humane Society of the United States

Fed Eligible Securities (Treasury Securities and certain bonds)

ABA# 021000018
Bank of NY/Pershing
For Credit to account #: N7M100467
Client account name: The Humane Society of the United States

Physical Securities

Physical Certificates and the required paperwork should be mailed directly to Pershing LLC, our clearing broker dealer, and notice of the physical being mailed should be emailed to BNYMCM Gift Processing.

Physical Certificates should be mailed to:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attention: Security Receive Area

Required Paperwork (i.e. stock bond powers, letter of authorization) should be mailed separately to:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
Attention: Pending Papers Area

For Foreign Securities, Bonds, and Mutual Funds requiring BIN#

Please have your broker contact BNYMCM Gift Processing for additional instructions.

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 Kimberlee Dinn or call 301-592-7072.

  • 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 Kimberlee Dinn by email or call 301-592-7072 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 security's charitable value is determined by the date the security is received in a charity's designated account.

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