Give stocks, bonds or mutual funds

A gift of appreciated securities like stocks, bonds and mutual funds can be a great way to support our mission to fight for all animals.

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 need to provide your financial adviser 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
Our account: 21003538
Contact: David Young 310-858-4686

Physical stock certificates
Physical securities should be mailed to our office along with a stock power (see attached) and letter of authorization gifting the cert to the 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.

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.

Give stocks, bonds or mutual funds

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