GIFT OF STOCK/IRA ROLLOVER

A gift of stock or an IRA rollover to the St Croix Animal Welfare Center is an impactful way to make a contribution to save the lives of homeless animals on St Croix.

A gift of appreciated securities like stocks, bonds and mutual funds can be a lasting way to support our mission to fight for all animals.

BENEFITS: 

*Avoid capital gains tax on appreciated stock that you’ve owned for at least one year.

*Your gift is also 100% tax-deductible if you itemize!

*A great option for those who normally itemize their charitable deductions.

HOW TO GIVE: 

1. Fill out our “Stock Donation Interest Form” to ensure we know who to thank, and you receive your tax receipt.
2. Upon submitting this form, you will receive instructions on how to donate your stock, as well as an email you can forward to your broker
3. Avoid capital gains tax, get a tax deduction (if you itemize), and save animals in need of our help.

Please Note: Mutual fund companies have a variety of different rules when transferring ownership of shares. Please contact your mutual fund company and our Development Director, Alicia Tabet at 340-642-1552 or development@stcroixawc.org to discuss your various options.

IRS NOTES:

• To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250.
• Security gifts are subject to the IRS deduction limits.
• A security’s charitable value is determined by the date the security is received in a charity’s designated account..

Please Note: We are a small non-profit and cannot offer tax advice about your particular situation. The information above applies to most, but maybe not all donors. Please consult a tax specialist if you have any concerns about how a donation to Milo may affect you or your estate. All donations are tax-deductible to the fullest extent permissible by law.

Contact development@stcroixawc.org if you still need help and we will try to direct your questions to a knowledgeable resource.