Donating appreciated stocks (or other securities like mutual fund shares and bonds) is a tax-savvy alternative to giving cash to support Animal Humane New Mexico.
Q: What does “appreciated” mean?
A: Stock owned for more than one year, whether it has increased or decreased in value.
Donating appreciated stock or securities offers several benefits:
If your stock has decreased in value, selling it and making a cash gift to Animal Humane New Mexico may be of more benefit to you. You can take a capital loss on federal taxes and still enjoy a charitable deduction up to 50% of your adjusted gross income.
We recommend you consult a tax or financial professional for the various tax benefits and restrictions that may apply for you.
How to Transfer Stock as a Donation to Animal Humane New Mexico
How to Donate Other Securities
To donate mutual fund shares or other securities, please contact the organization with whom you have the mutual fund or security.
Once you complete the form below, you will receive a link to our Stock Donation Details sheet with all the information necessary to initiate your stock donation. Please note that we do not receive any information regarding who donates stock through the brokerages. If you would like to be acknowledged for your wonderful donation, please let us know once you have initiated the donation process. We'd love to thank you directly!