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Gifts of Assets

To help you meet your philanthropic goals, we accept a variety of gift types in keeping with our Gift Acceptance Policy. We recommend donors work with their own legal or financial professionals when appropriate for advice. Please contact Louise DiLullo, Director of Development, at (234)212-9749 with any questions.

Gifts of Stock or Mutual Funds

Gifts of securities (including publicly traded stocks and mutual funds) are gratefully accepted and may be transferred directly to HSSC’s brokerage account. Securities given will typically be liquidated as soon as possible. The value of a gift of publicly traded securities is the average of the high and low of the stock(s) or bond(s) on the day the securities are received in HSSC’s gifted securities brokerage account.

Certain securities (including mutual fund shares, closely held securities, and restricted securities) may require approval from the President & CEO prior to acceptance. Please contact (234)212-9749 with questions and for account information and transmittal instructions for your gift of stock.

Donor Advised Funds

HSSC gratefully accepts gifts given through a Donor Advised Fund. Contact (234)212-9749 if you would like for us to work with your financial advisor to make a gift through your DAF.

IRA Required Minimum Distribution

If you are 70 ½ years old or older, you may take advantage of a simple way to lower your tax burden while supporting the Humane Society of Summit County. You can give up to $100,000 directly from your IRA to HSSC without having to pay taxes on the income. Please contact your financial advisor or fund administrator to make your gift, or call (234)212-9749 for more information.

Gifts of Real Estate

Gifts of real estate (unimproved land, detached single-family residences, condominiums, apartment buildings, rental property, commercial property, farms, and gifts subject to a retained life estate) may be accepted with approval by the President/CEO and Board of Directors. Please contact (234)212-9749 for more information to plan your gift of real estate.

Non-Traditional Asset Gifts and Tangible Personal Property with Intent to Sell

Acceptance of Non-Traditional Asset Gifts (including intellectual property rights; oil, gas, and mineral interests, and time share units) and Tangible Personal Property (art, jewelry, collectibles, etc. valued at $10,000 or more) may require approval from the President & CEO. Please contact (234)212-9749 for more information.

Gifts of assets are a powerful way to make an impact on our mission and the animals we serve. Please contact us to make your gift!

Louise DiLullo, Director of Development
(234)212-9749
ldilullo@summithumane.org

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