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.

Receiving Institution: Charles Schwab & Co., Inc

Receiving Instituion Account Number: 4308-7145

Account Title/Registration: Big Dog Ranch Rescue Inc.

Schwab DTC: 0164

The Benefits and Importance of Stock Gifting for Big Dog Ranch Rescue:

Tax Advantages

One of the most compelling reasons to consider stock gifting is the potential for substantial tax benefits. When you donate appreciated stocks to a nonprofit like Big Dog Ranch Rescue, you can typically deduct the full current market value of the stock from your income tax, provided you've owned the stock for more than one year. This means you can potentially reduce your taxable income, which can lead to significant savings come tax time.

Impactful Giving

Stock gifting allows donors to make a meaningful and impactful contribution to Big Dog Ranch Rescue. The value of donated stocks can be substantial, especially if the stocks have appreciated over time. By donating stocks instead of cash, you can make a more significant contribution without affecting your day-to-day finances.

Streamlined Process

Donating stock is a straightforward process, and many brokerage firms facilitate it. The nonprofit's financial team can assist you in setting up the transfer of stocks. Once the stocks are donated, they are typically sold, and the proceeds go directly to Big Dog Ranch Rescue to support their important work.

Long-Term Sustainability

Nonprofits, like Big Dog Ranch Rescue, require sustainable sources of funding to continue their mission. Stock gifting provides a reliable and long-term source of income that can help them plan and execute their programs with confidence. This form of giving ensures that the organization can continue rescuing and rehabilitating dogs, making a difference in the lives of both animals and the people who adopt them.

Promoting Financial Stewardship

When you choose to donate stocks to a nonprofit, you are not only supporting their mission but also promoting a culture of financial stewardship. By encouraging others to consider stock gifting, you help create awareness about this effective method of philanthropy.

Honoring Loved Ones

Stock gifting can be a powerful way to honor a loved one who had a passion for animals. Whether it's in memory of a pet or in celebration of someone's love for dogs, making a stock gift to Big Dog Ranch Rescue can be a heartfelt and enduring tribute.

Stock gifting is a simple but highly effective way for individuals to contribute to this vital work while enjoying financial benefits. By donating appreciated stocks, you can reduce your tax liability, make a more substantial impact, and help ensure the long-term sustainability of this incredible nonprofit. So, consider stock gifting and be a part of the solution, helping Big Dog Ranch Rescue in their journey to provide dogs with the love and care they deserve. Your contribution can make a world of difference.