1.
Complete a Notification of Stock Transfer Form (PDF) and return to us via fax, email or mail.
Give Stocks and Securities
Make a long-term impact by donating stocks and securities to further our work.
We accept donations of commonly held, publicly traded stocks. You can donate stock by electronic or certificate transfer. By sharing your shares with others, you are helping establish a cycle of change for communities around the world.
If you have questions or would like our assistance, please 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 Option 4.
How do you want to donate?
Electronic Transfer
The easiest way to gift stock or securities to Heifer is through an electronic transfer (DTC) from your brokerage account to Heifer’s account.
Donate in two easy steps:
1.
Fill out our Online Stock Gift Notification Form.
2.
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.
Please remind your broker to include your name, contact information and special instructions for the transfer. 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 may delay the gift acknowledgement for tax reporting purposes.
Certificate Transfer
If you hold stocks or securities in certificate form, you can send your unendorsed certificates with an accompanying Stock Power Form to our broker. A signed stock certificate is legal tender.
Donate in Four Easy Steps:
2.
Print a blank Stock Power Form (PDF) for each certificate.
3.
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. Please ONLY sign your signature on the form, and do not fill out anything else.
4.
For security purposes, send the documents in two separate envelopes to Heifer International’s broker 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
- Mail both envelopes to:
Merrill Lynch
Attn: Jayna Peterson
2200 N Rodney Parham Rd, Suite 300
Little Rock, AR 72212
Gift Valuation
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.
Contact
We want your donating process to be as smooth as possible. Please reach out to us if you have any questions.
Heifer International
Heifer International
ATTN: Enterprise Accounting
1 World Ave, Little Rock, AR 72202
Email: stock-gifts@heifer.org
Phone: 501-907-2848
Broker of Heifer International
Merrill Lynch
Attn: Jayna Peterson
2200 N Rodney Parham Rd Ste 300
Little Rock, AR 72212
Phone: 501.312.7200
More Information
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 adviser, 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).