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
DTC#: 0164
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 protected]

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