Gifts of Appreciated Securities

Support Angel of Hope Animal Rescue with a Gift of Stock, Bonds, or Mutual Funds

Donating appreciated securities—such as stocks, bonds, or mutual fund shares—can be a tax-advantaged way to support Angel of Hope Animal Rescue while making an immediate impact for animals in need.

Gifts of any size help provide veterinary care, shelter, food, and second chances for animals waiting to find loving homes.

Benefits

If you donate appreciated securities that you have held for more than one year, you may receive two potential tax benefits:

• Avoid capital gains tax on the increase in value of the securities.
• Receive a charitable income tax deduction for the full fair market value of the donated securities (subject to IRS limits).
• If your deduction exceeds the annual limit, the unused portion may be carried forward for up to five additional years.



This can make donating appreciated securities one of the most tax-efficient ways to give. 

How to Make a Gift of Securities

To donate appreciated securities, please contact your brokerage firm or financial advisor and request a transfer to Angel of Hope Animal Rescue.

You may need the following information when completing the transfer:

Legal Name: Angel of Hope Animal Rescue
Federal Tax ID (EIN): 81-0572205

If you plan to transfer securities, please notify Angel of Hope so we can properly acknowledge your gift.

Helpful information to provide includes:

• Type of securities being transferred
• Number of shares
• Estimated transfer date
• Any designation or instructions for how you would like your gift used

Timing Your Gift

If you wish for your gift to be counted in the current tax year, please initiate your transfer well before December 31. Some transfers may take several days or even weeks to complete, especially during the end-of-year period.

IMPORTANT NOTICE

This information is provided for educational purposes only and is not intended as legal or tax advice. Please consult with your financial advisor, tax professional, or attorney to determine how a gift of securities may affect your personal tax situation.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Luebeck Geisler Hamm Wealth Management, Inc. and JWC/ JWCA are unaffiliated entities.

The information contained in this material does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of Luebeck Geisler Hamm Wealth Management, Inc., JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Investments and strategies mentioned may not be suitable for all investors. Luebeck Geisler Hamm Wealth Management, Inc. and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional.

Thoughtful charitable planning can make a meaningful impact. If you would like more information, donors are encouraged to consult with their financial or tax professional to determine appropriate charitable giving strategies. If you do not currently work with a financial professional, you may reach out to Connor for general information on charitable planning concepts.