Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
About gifts of cryptocurrency
Donating cryptocurrency directly is a fast and secure way to make a tax-smart charitable contribution.
Benefits
- Potentially receive a federal income tax deduction equal to the full fair market value
- Avoid paying capital gains tax on an appreciated asset
- Make an immediate impact on our mission
How it works
- Use this tool to choose from any of the supported cryptocurrencies and make your donation.
- Your contribution is immediately liquidated and the net cash proceeds directed to our organization.
- The funds are put directly to use for greatest impact.
Donate crypto now with no fees
Easily donate cryptocurrency with no hidden costs using this secure online tool.
About gifts of cryptocurrency
Donating cryptocurrency directly is a fast and secure way to make a tax-smart charitable contribution.
Benefits
- Potentially receive a federal income tax deduction equal to the full fair market value
- Avoid paying capital gains tax on an appreciated asset
- Make an immediate impact on our mission
How it works
- Use this tool to choose from any of the 100+ supported cryptocurrencies and make your donation.
- Your contribution is immediately liquidated and the net cash proceeds directed to our organization.
- The funds are put directly to use for greatest impact.
Donate crypto now with no fees
Easily donate cryptocurrency with no hidden costs using this secure online tool.
About Qualified Charitable Distributions
A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals who are age 70 ½ or older to make gifts directly from their Individual Retirement Account (IRA).
QCDs can count towards satisfying an individual’s Required Minimum Distribution (RMD) for the year, which is the minimum amount that an individual must withdraw from their IRA each year once they reach age 73.
Benefits
- Reduce taxable income
- Counts towards your Required Minimum Distribution for the year
- Make an immediate impact on our mission
How it works
- Instruct your IRA custodian to distribute funds directly to one or more eligible charities.
- Enjoy the benefit of a tax-free distribution from your IRA, contributing towards your required minimum distribution for the year.
- Potentially reduce tax liability by excluding the distribution amount from taxable income.
You will not receive a charitable income tax deduction for a Qualified Charitable Distribution.
More ways to donate using your retirement accounts
Gift assets not covered by your will — like 401(k) or IRA accounts — by designating us beneficiaries of those assets.
Learn more about Qualified Charitable Distributions
If you wish to make a Qualified Charitable Distribution, contact your IRA custodian.
About Qualified Charitable Distributions
A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals who are age 70 ½ or older to make gifts directly from their Individual Retirement Account (IRA).
QCDs can count towards satisfying an individual’s Required Minimum Distribution (RMD) for the year, which is the minimum amount that an individual must withdraw from their IRA each year once they reach age 73.
Benefits
- Reduce taxable income
- Counts towards your Required Minimum Distribution for the year
- Make an immediate impact on our mission
How it works
- Using this form, provide your contact information and donation details, including financial institution and gift amount (up to $108,000).
- Download, complete, and submit your forms to your financial institution using the instructions provided.
- Once your financial institution receives the forms, the funds are usually transferred to us in about 5-10 business days.
- Enjoy the benefit of a tax-free distribution from your IRA, contributing towards your Required Minimum Distribution and potentially reducing tax liability.
You will not receive a charitable income tax deduction for a Qualified Charitable Distribution.
Make your QCD gift quickly and hassle-free, today
In under 10 minutes you will be guided through the entire donation process, no sensitive information required.
On December 29, 2022, the SECURE 2.0 Act became law. This legislation updates language from the 2019 SECURE Act and implements changes intended to strengthen the retirement system. This QCD tool is updated to reflect relevant changes.
About Donor-Advised Funds
A Donor-Advised Fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations.
Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Benefits
- Retain the flexibility to make grant recommendations over time.
- Receive an immediate tax deduction when contributing to your fund.
- Make an immediate impact on our mission.
How it works
- Prepare your grant request by providing the necessary information about our organization to your Donor-Advised Fund (DAF) provider.
- Submit the grant request, specifying the amount you wish to donate and any additional details.
- Once approved, your DAF provider distributes the funds to our organization on your behalf.
Contribute through your DAF by submitting a grant request
Log in to your Donor-Advised Fund account or contact your Donor-Advised Fund provider to submit a grant request.
Submit your request to:
North Shore Animal League America
Tax ID#: 11-1666852
About Donor-Advised Funds
A Donor-Advised Fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations.
Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.
Benefits
- Retain the flexibility to make grant recommendations over time.
- Receive an immediate tax deduction when contributing to your fund.
- Make an immediate impact on our mission.
How it works
- Using this form, provide your contact information and donation details. This helps ensure your donation is used as intended.
- Following the instructions provided, connect to your Donor-Advised Fund account and submit your request.
- Your Donor-Advised Fund provider will receive the grant request and send you a confirmation email.
- Once approved, your DAF provider distributes the funds to our organization on your behalf.
Contribute through your DAF by submitting a grant request
This tool will help you easily request a grant from your donor-advised fund, and share your information with us to make sure your gift is put to best use!
About gifts of real estate
Making a gift of real estate to charity may be an appealing option for property owners with appreciated value, as it helps avoid capital gains tax liabilities.
Additionally, it benefits individuals seeking to simplify estate planning, reduce estate tax liability, and relieve themselves from ownership expenses and maintenance burdens.
Benefits
- Eliminate ownership and maintenance expenses.
- Make a significant charitable gift in support of our mission.
How it works
- Contact us to let us know about your interest in donating real estate.
- Obtain an appraisal of the property to determine its fair market value. This will help you determine the amount of your charitable deduction for tax purposes.
- Work with us and your attorney to transfer the property ownership. This may involve executing a deed, transferring title, and completing any necessary legal or regulatory requirements.
- Claim your charitable deduction on your tax return for the year in which the donation is made, while avoiding income tax on any appreciation in value.
There may be some restrictions on the types of property we can accept, so please contact us before you donate.
Add the gift of real estate to your legacy
Donate real estate in your will or trust or through a Transfer on Death (TOD) Deed to ensure it is used for a charitable purpose and not subject to potential disputes or mismanagement in the future.
Learn more about gifts of real estate
Consult with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.
Planned giving helps fuel North Shore Animal League America’s mission
A gift in your will creates a foundation for the future. Our work today is important, but it is equally, if not more important, to ensure North Shore Animal League America can continue well into the future.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.