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For the love of Kerries

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800-532-2890

Gift Securities

 

© 2017 Kerry Blue Terrier Foundation

Scottrade

The Foundation is now able to accept securities and bonds in our Scottrade account.

The IRS provides substantial tax benefits to the donor. If you donate appreciated securities, you receive a tax deduction for the MARKET value of the securities, without paying tax on the appreciation.

If you donate securities at a loss, you can deduct the amount of the purchase price.
Either way, you AND the Foundation win.

To make a donation of stock or bonds, you need to contact your broker and ask for a "Charitable Gift Transfer Form."   Here is an example from Scottrade, but your broker will have a similar form.

You will need the following information:

KBTF Scottrade Account Number: 49136932
P.O. Box 1495
Solvang, CA 93464
800-532-2890
johnv@kerryblues.info

Should your broker require more information, feel free to contact our broker:

Dean Sumer, Investment Consultant
DSumer@Scottrade.com
1850 Douglas Boulevard, Suite 902
Roseville, CA 95661-3672
916-772-6609

Should you wish to donate stock and bonds for a specific purpose, or need more information, please contact me at or 800-532-2890 X1.

Your donation of stocks and bonds is very much appreciated.

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About Us

The Kerry Blue Terrier Foundation is a nonprofit charity dedicated to promoting the welfare of the Kerry Blue Terrier breed in the areas of education, rescue and health & genetics. Learn More.

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Contact Info

1-800-532-2890

P. O. Box 1495
Solvang, CA 93464
USA

Box 109
11420 - 142 Street NW
Edmonton, AB T5M 1V1
Canada

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