Stock Donation

A charitable gift of stock provides donors the benefit of tax savings while generously supporting SCCASF.

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A charitable gift of stock provides donors the benefit of tax savings while generously supporting   SCCASF. Appreciation of stock value from time of original purchase is generally taxable. But a donation of stock to SCCASF provides SCCASF with the full stock value, without any taxes being payable, and leaves you with a considerable income tax deduction, as well. The most secure and expedient method of delivery for stock shares is the electronic delivery process, which provides efficient internal control as well as cost savings. However, you also have the option of transferring certificates directly. The following instructions are provided to help you facilitate a gift of stock.

Notification of Donor Intent
No matter which method is chosen for delivery of a gift of stock, the following information is required from the donor or the transferring broker, for audit and acknowledgement purposes:
Donor’s name and complete address
Name and number of securities transferred
Broker’s name and phone number
Approximate dollar value of gift

Please e-mail this information to SCCASF’s Executive Director, Nga Trinh-Halperin, at nga@scanimalshelterfoundation.org or call 831-713-3670.

Transfer of Stock
The following information will enable your broker to facilitate a transfer of stock to our Charles Schwab Account.

Account Number: 5130-5123
DTC Number: 0164
Taxpayer ID: 77-0467495