Stock Gifts

Interested in making a donation of appreciated stock? Pet Alliance of Greater Orlando makes it easy for you to help pets in need and receive tax benefits.

Donors can choose to make gifts to Pet Alliance of Greater Orlando using long-term appreciated stocks (owned by you for at least 366 days).

The benefits available to you when making a contribution of stock may include:

  • Avoiding federal and state tax on the capital gain;
  • Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets one year or longer;
  • Making a larger gift at a lower original cost to you.

 

Step 1 – Initiate the Stock Transfer

Securities can be gifted to Pet Alliance of Greater Orlando in two ways: either via electronic transfer (in which your broker transfers shares using the Pet Alliance DTC number) or by physically mailing the paper certificates to Pet Alliance. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.

Step 2 – Send the Securities to Pet Alliance of Greater Orlando

If Sending Electronically
All DTC Eligible Securities:
BNY DTC PARTICIPANT #901
Acct #161031
Acct name: SEASIDE NATIONAL BANK AND TRUST
FFC: Acct #

If Sending by Registered Mail
Mail your UNENDORSED certificate(s) with a Stock Power Form and a Stock Waiver Form in separate envelopes, by registered mail, to:

Pet Alliance of Greater Orlando
Attn: Cathy Rodgers
2727 Conroy Rd.
Orlando, FL 32839

Step 3 – Notify Pet Alliance by completing the form below

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