Donate Stocks, Bonds, or Mutual Funds

Make a lasting impact by electronically transferring appreciated securities, including stocks, bonds, or mutual funds. It’s a tax-smart way to help rescued donkeys heal. ​

When you transfer ownership of securities to Oscar’s Place Adoption Center & Sanctuary, 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’ll just need to provide your financial advisor or brokerage firm with the following information:

Method of Stock Delivery (choose one):

Electronic delivery through Depository Trust Company (DTC) 

DTC# 8862 Merrill Lynch
Account Name: Oscar's Place Adoption Center & Sanctuary
Account Number: 21003538
Contact: David Young, 310-858-4686


Physical stock certificates 

Physical securities can be mailed to the address below along with a stock power (attached here) and a letter of authorization that gifts the certificate to our organization. 

Merrill Private Wealth Management
9650 Wilshire Blvd., Fl. 3. 
Beverly Hills, CA, 90212
Attn: Taliah Y. Cabrera

​Mutual Fund Donations

Mutual fund companies have a variety of different rules when transferring ownership of shares. Please contact us to learn more.

IRS Notes:

  • To receive the appropriate tax deduction, a receipt from the 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 the charity's designated account.