Planned Gifts

Gift Planning

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Pasadena Humane.

Flowchart: Donor makes a gift of stocks or bonds to Pasadena Humane.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

For stock donations, please contact:

Anne Egan, Merrill Lynch Registered Senior Client Associate
(213) 236-2120 or anne_egan@ml.com.
Tanabe, McMahon & Tanimoto Group
Merrill Lynch, Pierce, Fenner & Smith Inc.
Two California Plaza, Suite 2700
350 South Grand Avenue, Los Angeles, CA 90071

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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