Donating to North Shore Animal League America using appreciated securities, including stocks and mutual funds, can offer donors additional benefits by avoidance of capital gains taxes when the securities have been held long term (for more than one year) while providing a maximum tax deduction for the full market value of the gift.
Before making a gift of appreciated securities, you should consult your financial planner or tax advisor to determine how the potential tax advantages apply to your specific situation.
If you or your client would like to give a gift of stock or securities, please utilize the following information:
National Financial Services LLC
DTC: 0226
North Shore Animal League America, Inc.
AC: NBJ-049378
In order to ensure that we give you, or your client proper credit for the donation, please provide either of the following representatives with the name and quantities of the shares being donated:
Jill Burkhardt
Senior Vice President of Development
(516) 373-3833
[email protected]
Valerie A. Fields
Senior Vice President and Chief Financial Officer
(516) 373-3203
[email protected]