Sharing your Shares with Others!
A gift of stock or securities is a wonderful way to share your compassionate support. Everything you need to donate stock or securities is right here and can be completed in as little as two easy steps. If you have questions or would like our assistance in the process, please feel free to contact us. Please note: if you would like to transfer mutual funds, please contact our Securities Giving team in advance as additional instructions may be required: 888-422-1161 Opt 4.
Download Full Stock Gift Instructions Here
Your generous charitable gift to Heifer will be valued at the median market price on the date of the gift, which is determined by the method of 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.
In keeping with IRS regulation and Heifer Policy, Heifer International can only accept donations of commonly held, publicly traded stocks.
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(age) to include all of the information including 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, unless you authorize your broker to share this information with us. Failure to share your gift intent with us may delay the gift acknowledgement for tax reporting purposes.
Two Easy Steps:
Fill out our Online Stock Gift Notification Form.
Complete the Electronic Transfer Authorization Form (PDF) and provide it to your broker. This will provide your broker with all the information they need to complete a transfer on your behalf.
If you hold stocks or securities in certificate form, please mail your unendorsed paper certificates to our Broker, noted below with a Stock Power Form. A signed stock certificate is legal tender.
Four Easy Steps:
Complete a Notification of Stock Transfer Form (PDF) and return to us via fax, email or snail mail.
Print a blank Stock Power Form (PDF) for each certificate.
Take the Blank Stock Power Form(s) to your bank to have your signature Medallion Signature Guaranteed.
- Please do not sign the Stock Power Form(s) until you are in front of the bank staff who will guarantee your signature.
- You will need one form of picture identification.
- Signatures need to be signed as they appear on the certificate. Apart from your signature, please do not complete any additional information on the form.
For security purposes, send the documents in two separate envelopes to Heifer International’s Broker as noted below: (via USPS Registered Mail with Return Receipt Requested)
- Send the signature guaranteed Stock Power Form(s) in one envelope
- Send the UNSIGNED stock certificate(s) in a second envelope to Heifer International’s broker at:
Attn: Michael Marquez
2200 N Rodney Parham Rd, Suite 300
Little Rock, AR 72212
Please note: if you would like to transfer mutual funds, please contact our Securities Giving team in advance as additional instructions may be required: 888-422-1161 Opt 4.
Broker for Heifer International
Attn: Andrea Dockery
2200 N Rodney Parham Rd Ste 300
Little Rock, AR 72212
Thank you for caring and investing in Heifer International and the families we serve. Generous individuals like you are the foundation of our work— it is the means through which Heifer’s mission is fulfilled, lives are transformed and families around the world begin new lives of hope and opportunity.
Heifer International can only accept donations of commonly held, publicly traded stocks. Heifer International is qualified as a charitable organization under Section 501(c)(3) of the Internal Revenue Code. Contributions to Heifer International are tax-deductible to the extent permitted by law.
The material presented here 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 that a contemplated gift is appropriate for your situation.
View our Charitable Solicitation Disclosure Statements (PDF)