Making a charitable contribution by giving the gift of appreciated stock is a wonderful way to support Tri-County Humane Society while potentially gaining income tax benefits. We suggest consulting with your tax professional or financial advisor to understand the specifics as they apply to your situation. We have established an investment account through AIS Planning in St. Cloud to help you with the gifting process. To initiate the process, please provide your broker or advisor with the following Tri-County Humane Society account information:

• Receiving Brokerage: SEI Private Trust Company
• Contact: Nathan Goebel at AIS Planning (320-252-6552)
• Receiving Account Name: Tri-County Humane Society
• DTC Number: #2663
• Account Number: #1529952

It is helpful to know when gifts of stock are coming our way! Please contact Executive Director Marit Ortega if you are making a gift of stock by emailing ed@tricountyhumanesociety.org so that we know your intentions and how you would like your gift applied (i.e. General Fund for greatest need, Veterinary Fund for medical needs, Kennel Sponsor, fundraising event, etc …)