About gifts of stocks, securities, and mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Make your gift over the phone, by mail, or via a financial advisor
Ask your broker to donate through:
Sanford C. Bernstein & Co., LLC
DTC number: 0031
ACCT name: Animal Legal Defense Fund
Tax ID#: 94-2681680
ACCT Number: 034-62663
Broker Address: 555 California St, Suite 4400, San Francisco, CA 94104
Broker Contact:
Jeff Kragel, CFP
415-217-8026
jeffrey.kragel@bernstein.com
teamkragel@bernstein.com
Additional information regarding your donation
Please be sure to provide the donor’s name as a note in the transfer. Without this information, we may be unable to identify the donor or acknowledge their gift.
Should you prefer to notify us directly of a forthcoming contribution, please send either a letter of intent, copy of your broker instructions, or provide the following information via email to stock@aldf.org:
- Type of stock
- Transfer date
- Number of shares
- Estimated value
If the security is held in certificate form, please send the certificate directly to the Animal Legal Defense Fund with a stock power, which needs to be guaranteed (not merely notarized) at your bank or brokerage. The certificate and stock power should be mailed in separate envelopes.
Please do not hesitate to contact by phone at 707-795-2533 ext. 1011 or by email at stock@aldf.org if you have any questions or need further assistance. We thank you and your client for supporting the Animal Legal Defense Fund.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Jenna Benton
Title :Planned Giving Officer
Phone: 707-795-2533 ext. 1034
Email: estates@aldf.org
Already included us in your estate plan? Let us know.
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.