Gift of Stock
Donating stocks or securities is a great way to help Freedom Service Dogs while maximizing your tax position. Gifts of this type are 100% free of capital gains and also eligible for income tax deductions (consult your advisor for details).
To transfer stock to the Freedom Service Dogs, please follow these instructions:
1. Contact FSD’s broker and give them your name and address, number of shares and type of stock. Our broker is Charles Schwab.
PO Box 52114
Phoenix, AZ 85072
Phone number 800-435-4000
For online contacts access Schwab.com and select contact us
2. Inform Schwab you are transferring the stock to Freedom Service Dogs and give them FSD’s DTC# (0164).
3. Please copy firstname.lastname@example.org by e-mail, or call (303) 922-6231 so FSD can track and process the gift.
For any questions, please contact Lindsay Ganassa at (303) 922-6231 x218 or email@example.com.