Donate Stocks & More
Donate Stocks, Bonds, Mutual Funds and RMDs
When you donate stocks, bonds, mutual funds and required minimum distributions (RMDs); you can do so by transferring them directly to our Stay-A-While brokerage account.
HERE’S HOW!
When you transfer appreciated stocks, bonds and mutual funds DIRECTLY to Stay-A-While you are able to deduct their full value and pay NO CAPITAL GAINS TAXES! When you directly transfer all or part of your RMDs to support Stay-A-While, you pay NO INCOME TAX on this money! What a great deal for you and our furry four-legged friends.
To fill out your TRANSFER FORM you will need the following information:
Our Account is at:
Charles Schwab
DTC Number: 0164, Code 40
Our Account name is: Stay-A-While Cat Shelter Inc.
Our Account number is: 9926 – 1180
Our Tax ID number is: 34-1350098
Erik Kraenzler (volunteer) can answer your questions and help you fill out your transfer form and any other associated paperwork. Contact Erik at: sawcatshome@yahoo.com.