How to Donate Stock or Securities to Heifer International

Sharing your Shares with Others!

A gift of stock or securities is a wonderful way to share your compassionate support. Everything you need to donate stock or securities is on this page and can be completed in as little as 2 easy steps. If you have questions or would like our assistance in the process, please feel free to contact us.

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 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.

Gifts by Electronic Transfer

The easiest way for you to gift stock or securities to Heifer International is through an electronic transfer (DTC) from your brokerage account to Heifer’s account. Please remind your broker(age) to include all of the information including your name, contact information and special instructions for the transfer. This information is essential for timely acknowledgement. When stocks are transferred electronically, we are informed only of the stock name and the number of shares, not the name of the donor. Failure to share your gift intent with us may delay the gift acknowledgement for tax reporting purposes.

2 Easy Steps:

1. Online Stock Gift Notification Form (sends Heifer International your information securely to share your plans)


2. Electronic Transfer Authorization Form (printable .pdf form – just complete and give to your brokerage/broker)

Certificate Transfer

If you hold stocks or securities in certificate form, please mail your unendorsed paper certificates to our Broker, noted below with a Stock Power Form. A signed stock certificate is legal tender.

4 Easy Steps:

1. Notification of Stock Transfer Form (printable .pdf form - please complete and fax/mail/e-mail to us)


2. Blank Stock Power Form for each certificate (printable .pdf form - please use one per certificate)


3. Take the Blank Stock Power Form to your bank to have your signature Medallion Signature Guaranteed.
   
   • Please do not sign the Stock Power Form 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. Apart from your signature, please do not complete any additional information on the form.
   
   
4. For security purposes, send the documents in 2 separate envelopes to Heifer International’s Broker as noted below: (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 to:
  
  Address of Heifer International’s Broker:
  Merrill Lynch
  Attn: Bobby Thomas
  2200 N Rodney Parham Rd, Suite 300
  Little Rock, AR 72212
  

Thank you for caring and investing in Heifer International and the families we serve. Generous individuals like you are the foundation of our work— it is the means through which Heifer’s mission is fulfilled, lives are transformed and families around the world begin new lives of hope and opportunity.

For other life-changing planned giving, such as annuities, endowments, trusts or wills, please see our Planned Giving information page.

Heifer International can only accept donations of commonly held, publicly traded stocks. 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 on this web site is not offered as legal or tax advice. Please seek the counsel of your tax advisor, 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)