Appreciated Securities

Appreciated securities can be transferred to Tri County Humane Society (TCHS) without being sold.  Securities are transferred "in kind" meaning that they are transferred to TCHS through a brokerage account. Then, when TCHS receives the securities, they are allowed to sell the securities without incurring a capital gain. The donor also does not incur a capital gain but may take a charitable deduction equal to the value of the securities at the time of transfer. A donor's tax advisor should be consulted. TCHS has established a brokerage account through Schluchter Investment Advisors in St. Cloud to assist donors with their gifting opportunities.

Get Email Updates

newsletter icon newsletter icon

dog bone donate 100