GIVE STOCK
By making a contribution through your stock, you can make a big difference for pets and their people. Your gift can also help you avoid capital gains tax on appreciated stock that you’ve owned for at least one year, and it can be 100% tax-deductible.
How It Works
1. Fill out our Stock Donation Interest Form to ensure you will receive your tax receipt
2. Upon submitting this form, you will receive instructions on how to donate your stock, as well as an email you can forward to your broker
3. Your broker will help transfer the stock to make your donation to HSSV
4. Avoid capital gains tax, get a tax deduction (if you itemize), and save animals in need of our help
“Making our yearly contribution by donating stock assists us with our financial holdings balancing, and it’s all towards the same goal – the animals.”
– Cheri and Dale Swanson, kitten fosters
HSSV does not provide tax or financial advice.
Please contact your tax, legal, and/or financial advisory professional to determine the best gift option for you.
For questions, or to let us know you are choosing this way to give, contact Megan Guzman at 669-263-6210 or megan.guzman@hssv.org
DONATE FROM YOUR DONOR-ADVISED FUND (DAF)
A Donor Advised Fund (DAF) is an impactful philanthropic impact tool. If you have a DAF, you can unlock the power of your dollars so they can help HSSV save lives and keep families together! Simply request a gift for HSSV through your DAF administrator at any time.
If you have your DAF through Fidelity, Schwab, or BNY Mellon, you can request a gift through the portal here:
For more information on how your stock gift can make an impact, contact Megan Guzman at 669-263-6210 or megan.guzman@hssv.org
GIVE THROUGH YOUR INDIVIDUAL RETIREMENT ACCOUNT (IRA)
If you are 70 1/2 or older, you can give to HSSV directly through a “Qualified Charitable Distribution” (QCD) from your IRA.
Why Give Through a QCD?
* Your QCD can help to satisfy some or all of your required minimum distributions (RMD) for the year
* You can lower or avoid income tax on your RMD because you don’t receive the money, HSSV does
* You can potentially increase your gift to a larger amount that you might normally make, meaning saving more lives and keeping even more families together
* Lower taxable income could help lower Medicare premiums and taxable Social Security
Simply contact your IRA administrator and request for them to send the gift. Alternatively, your IRA might have provided a checkbook that allows you to send the gift yourself.
Information for your Retirement Plan Administrator:
Organization: Humane Society Silicon Valley
Address: 901 Ames Avenue, Milpitas, CA 95035
Tax Id #: 94-1196215
“I like donating money to HSSV directly using my IRA because it is easy to have our financial institution send a check or wire transfer an IRA donation to HSSV and have it count towards my IRA annual required minimum distribution (RMD) as a qualified charitable distribution (QCD).”
– JB, HSSV donor
HSSV does not provide tax or financial advice.
Please contact your tax, legal, and/or financial advisory professional to determine the best gift option for you.
For more information on how your stock gift can make an impact, contact Megan Guzman at 669-263-6210 or megan.guzman@hssv.org