Gifts of Stock and Marketable Securities
In most cases, current tax law allows donors to claim the full market value of appreciated assets, such as stock or other securities, as a tax deduction in the year of the gift – effectively avoiding capital gains taxes on long-term holdings.
Secondhand Hounds has partnered with Charles Schwab and is equipped to accept donations of stock and other marketable securities!
What You Need from Us…
Custodian: Charles Schwab
Account Name: Secondhand Hounds, PC
Federal ID: 27-1296550
Account #: 6999-2094
Financial Advisor: Guardian Wealth Strategies, Ben Olson, 952-746-1743
What We Need from You…
Donor Information: Transfers of securities are made without donor names attached. To ensure a timely and accurate acknowledgement of your generous gift, please provide your information to Rachel Mairose: 952-322-7643 or email@example.com.