Make a Gift of Stocks, Bonds or Mutual Funds
We welcome your investment in the animals at Carolina Tiger Rescue! Stocks, bonds, and mutual fund shares make wonderful gifts.
Carolina Tiger Rescue is able to use the full value of donated securities to support our mission of saving and protecting wild cats in captivity and in the wild.
If you donate appreciated securities that you have owned for more than one year:
- You receive an income-tax charitable deduction for the full, fair market value of the securities
- You may avoid federal capital gains tax on the transfer
Our legal name is Carolina Tiger Rescue. Our Tax ID# is 56-1522499.
NB: Prior to 2019, our legal name was Carnivore Preservation, Inc. dba Carolina Tiger Rescue.
Please see the drop-down below for our transfer instructions.
Stocks, Bonds, Mutual Funds Held by A Broker or Bank
If you hold securities with a broker or a bank, you may transfer them electronically by instructing your broker to send the securities to our account through the Depository Trust Company (DTC).
Please contact Carolina Tiger Rescue to let us know that you will be making a gift of securities. We will need your name, the name of the security, and the number of shares being donated, in order to properly acknowledge your gift.
Carolina Tiger Rescue Contact: Heidi Zangara, Ph: (919) 542-4684 x 3010 / Email: HeidiZangara@CarolinaTigerRescue.org
Carolina Tiger Rescue DTC Information:
DTC number: 0015
Credit to: Carolina Tiger Rescue Account #: 043-109913-534
Carolina Tiger Rescue’s Tax ID #: 56-1522499
Carolina Tiger Rescue Brokerage Contact: Sean Fenton at The Orchid Group at Morgan Stanley, Ph: (800) 851-1331 / Email: firstname.lastname@example.org
Mutual Funds Held By Mutual Fund Company
If your mutual funds are held by the fund company, please contact Heidi Zangara, Planned Giving Manager, for more information.
Note: Most mutual fund companies have a toll-free number for shareholder questions. You may want to call them to confirm the proper procedure for making a gift of your mutual fund shares.
Have Questions or Need More Information?
If you would like more information on gifts of stocks, bonds, or mutual funds, please contact Heidi Zangara at Carolina Tiger Rescue by calling (919) 542-4684 x 3010 or emailing Heidi Zangara.
Thank you for including the animals at Carolina Tiger Rescue in your portfolio!