Planned Giving
Gifts of Stocks and Bonds

Appreciated securities, including stocks or bonds, can be an easy and tax-effective way to support Humane Society of Tampa Bay.

Overview

Donating appreciated securities, including stocks or bonds, is a meaningful way to support HSTB’s mission today. You can give through an electronic transfer or, if your shares are held in certificate form, by certified mail.

Why Consider Securities?
How to Make a Gift

By electronic transfer: Please contact HSTB for instructions to transfer stock or bonds from your brokerage or investment account.

By certified mail: If you hold securities in certificate form, send them in two separate envelopes by certified mail.

Separate the documents: Place the unsigned stock certificates in one envelope and a signed stock power for each certificate in the other.

Key Benefits

Transfer Appreciated Assets

Securities can be transferred from a brokerage or investment account with HSTB's instructions.

Valuation Guidance

The value of your gift is based on the mean between the high and low trading price of the stock on the date the gift is made.

Support Mission Today

Your gift can help HSTB provide shelter, care, and adoption support now.

Speak With Our Team

Have questions about this giving option? Our team would be happy to help.

Need Transfer Instructions?

Contact HSTB before initiating a stock or bond transfer so our team can provide the correct instructions.

Tax ID Information

Humane Society of Tampa Bay

Tax ID (EIN): 59-0799907

Securities gifts may have tax implications and special valuation rules. Please consult your advisor.