Give Stocks or Mutual funds
Donating stocks and mutual funds can bring you tax benefits while helping Big Dog Ranch Rescue save the lives of precious heartbeats.
This type of gift can be especially appealing if you are holding shares that have appreciated significantly in value but yield a low dividend.
Talk to your financial adviser or learn more about this great way to save lives by contacting Robin Friedman, Executive Director, Philanthropy
561.651.9147 robin.friedman@bdrr.org
Please see additional steps below.
How to transfer your stock gift
Step 1: To ensure proper crediting and timely acknowledgment of the gift, please contact the Big Dog Ranch Rescue finance department at FINANCE@BDRR.ORG and provide the following information: Donor name, Donor phone, Donor email, Name of stock or ticker symbol, and Anticipated number of shares.
Step 2: Ask your broker to transfer your stock gift to the Big Dog Ranch Rescue brokerage account:
We will provide your institution with all of the necessary information.
If there are any questions or special instructions, your broker may get in touch with the Big Dog Ranch Rescue finance department:
(561) 791-6465, ext 115 or FINANCE@BDRR.ORG
Step 3: After we receive the transfer of funds, we will send the donor a letter acknowledging the gift, which may be used as a tax receipt.