Donate Stocks, Bonds or Mutual Funds
A gift of appreciated securities like stocks, bonds and mutual funds provides considerable lifesaving support for homeless animals and community-based programs. When you transfer ownership of securities to BARCS, you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations.
The process is simple!
Step One:
Provide your financial adviser or brokerage firm with the following information:
Agent Bank Name: Harbor Investment Advisory, LLC
Account Name: Baltimore Animal Rescue and Care Shelter
Account Number: 300009933
DTC Number: 0443
Please note reference name of donor in comment section or gift may be rejected or not acknowledged.
Step Two:
Filling out the form below helps us identify your gift when it is received so we can provide you with your tax acknowledgment letter.
Professional Guidance
BARCS is happy to help make sure this donation is used for the purpose you intend. However, BARCS staff does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for tax, legal, or accounting advice. We strongly advise that you seek assistance from an estate planning attorney, financial planner, and/or tax advisor before engaging in any transaction.
