Turn your portfolio into a life-saving gift.
Did you know when you donate long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity, you can deduct the current fair market value rather than the original purchase price?
It’s true. You can usually deduct the full fair market value of appreciated long-term assets you’ve held for more than one year, such as stocks, bonds or mutual funds. In addition, if you donate stocks or other investments, you pay no capital gains tax.
Donate stock to the Humane Society of Truckee-Tahoe through our Schwab account
DTC: 0164
Account: 98118755
Tax ID: 68-0366788