Give Stocks and Securities

Put stock in our work.

We accept donations of commonly held, publicly traded stocks. It’s giving made easy, and you may get a larger tax benefit than by making a cash donation.

Benefits of Donating Stock

The stock market has performed very well recently, and if you are like most individuals, the value of your stock and other investments has grown. If you sell your stock in today’s market, you will forfeit a portion of the proceeds to taxes, and that means less cash for you. By donating the stock to Heifer, you may be able to lower your capital gains, resulting in greater tax savings than is available through the standard tax deduction from a direct cash donation.

Gift Valuation

Your gift will be valued at the median market price on the date of the gift, determined by delivery:

  • The legal gift date for securities electronically transferred is the day they are received in our account.

  • The legal gift date for certificates that are mailed is determined by the postmark date on the envelope.

For gifts to be recognized in the current tax year, these dates must be on or before Dec. 31.

Gifts by Electronic Transfer

The easiest way for you to gift stock or securities to Heifer International is through an electronic transfer (DTC) from your brokerage account to Heifer’s account. Please remind your broker to include your name, contact information and special instructions for the transfer. This information is essential for timely acknowledgement. When stocks are transferred electronically, we are informed only of the stock name and the number of shares, not the name of the donor. Failure to share your gift intent with us may delay the gift acknowledgement for tax reporting purposes.

Two Easy Steps:

  1. Fill out the Online Stock Gift Notification Form, which sends Heifer International your information securely to share your plans.

  2. Complete the Electronic Transfer Authorization Form (PDF) and give it to your brokerage/broker.

Certificate Transfer

If you hold stocks or securities in certificate form, send your unendorsed certificates with an accompanying Stock Power Form to our broker. A signed stock certificate is legal tender.

Four Easy Steps:

  1. Complete a Notification of Stock Transfer Form (PDF), then e-mail, fax or mail it to:

    Heifer International
    c/o Heifer Foundation
    P.O. Box 727Little Rock, AR 72203
    Phone: 1 (888) 422-1161
    Fax: (501) 907-4902

  2. Use one blank Stock Power Form (PDF) for each certificate.

  3. Take your blank Stock Power Form to your bank to have your signature Medallion Signature Guaranteed.

    • Wait to sign the Stock Power Form until you are in front of the bank staff who will guarantee your signature
    • You will need one form of photo identification
    • Signatures need to be signed as they appear on the certificate
    • Do not complete any information on the form aside from your signature
  4. For security purposes, send your documents in two separate envelopes via USPS registered mail with return receipt requested to Heifer International’s broker.

    • Send the signature guaranteed Stock Power Form(s) in one envelope
    • Send your unsigned stock certificate(s) in a second envelope to:

      Merrill Lynch
      Attn: Michael Marquez
      2200 N Rodney Parham Rd, Suite 300
      Little Rock, AR 72212

To learn how to give annuities, endowments, trusts or wills, please see our Planned Giving page.

View our Charitable Solicitation Disclosure Statements (PDF).

The material presented on this page is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations to ensure a contemplated gift is appropriate for your situation.

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