Gifts of Stock and QCD
Benefits for you and the animals
Gifts of stock or a qualified charitable distribution (QCD) make a big impact for the animals and also have some great benefits for you. Learn more about gifts of stock below or click here for QCD.
Gifts of Stock
A gift of stock could be right for you if you own publicly-traded securities that you have owned for at least one year. These securities may sometimes provide you with little or no income, but provide a great benefit to the animals of HSSW. Gifting stock avoids federal capital gains tax and most donors can also claim an income tax deduction for the stock's full market value.
Benefits to gifts of appreciated stocks
- You receive a charitable income tax deduction for the full fair market value of the securities.
- At the same time, you may avoid capital gains on appreciated stock. This helps stretch your gift even further.
Making gifts of stock online
Thanks to our partners at Freewill, you can donate appreciated securities using their online tool. The process is simple and takes less than 10 minutes!
Do you have questions before you get started? We're here to help! Contact Us.
Making gifts of stock with your broker
If you prefer to work directly with your broker, uou may also make a gift of stock directly through to HSSW through our Charles Schwab account.
Our legal name: Vancouver Humane Society and the Society for the Prevention of Cruelty to Animals
Our DBA: Humane Society for Southwest Washington
Charles Schwab DTN: 0164
Account Number: 8874-0407
When making a gift through your broker, please contact us to notify HSSW of the transfer in advance.
QCD Gifts
Also known as IRA Rollovers, QCD gifts can be one of the most effective ways for individuals over age 70½ to maximize the charitable impact of their IRA. QCD gifts are made directly to HSSW, thereby lowering your adjusted gross income and effectively reducing your income taxes. If you do not expect to need your full retirement plan during your lifetime - and want to support our lifesaving work - QCD gifts could be the solution for you!
Giving from your IRA
- Donors 70½ years of age or older are eligible to give to HSSW from their IRAs tax-free! These gifts are always tax-free, regardless of whether or not you itemize deductions on your tax return.
- If you are 72 years or older, this option will also satisfy a Required Minimum Distribution (RMD).
Getting Started
You can learn more and start giving to HSSW by using our free online tool from the trusted experts at Freewill to make your IRA gift.
Questions? For more information, contact
Darby Knox, Vice President of Development and Community Engagement
[email protected] | 360.213.2617