Stocks, IRAs, Charitable Funds
Gifting Stocks & More
The PLFA works with Fidelity Investments to transfer and sell stocks that are donated to our organization.
To donate stock, please instruct your broker to notify the PLFA of your stock by calling our Development Office at (401) 846-0592 or emailing development@potterleague.org. Include the following information:
- Your Name
- Stock Name
- Number of Shares
- Estimated Value
- Estimated Date of Transfer
- Brokerage Firm
We will provide your broker with transfer instructions and account information, if needed.
Alternatively, you can supply your financial advisor with the following information to
initiate a transfer:
Robert Potter League for Animals, Inc.
Custodian: Fidelity Investments
Account #: 672-395498
Deliver to DTC Clearing 0226
Deliver non-negotiable securities to:
National Financial Services LLC
499 Washington Boulevard
Jersey City, NJ 07310-2010
When your stock gift is received, we will mail an acknowledgment letter and tax
receipt stating the name of the stock, the number of shares, and the fair market value on the date it was received by the Potter League. In order to be sure we have the correct information to acknowledge your gift, please contact Liz Isdale, Chief Philanthropy Officer at Lisdale@potterleague.org or (401) 846-0592.
IRA Charitable Rollovers
If you are 70 ½ years old or older, you can take advantage of a simple way to benefit the PLFA and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as ours without having to pay taxes on the money.
To make a gift from your IRA, speak with your financial or legal advisor about making a direct transfer to the PLFA or have the administrator send a check from your account to us (in order to be tax-free, the donation must go directly from your account to the PLFA). Please notify the PLFA of your donation by calling our Development Office at (401) 846-0592.
Legal Name: Robert Potter League for Animals, Inc.
Address: 87 Oliphant Lane, Middletown, RI 02842
Donor Advised Funds
If you have a donor-advised fund and would like to contribute, simply ask your financial advisor to designate a gift to the PLFA. Please let us know when you do so we can say thank you!
If you have questions, or to notify the PLFA of your DAF gift, please contact us by calling our Development Office at (401) 846-0592.
Federal Tax ID Number: 05-0301553
Learn how your investments can benefit Potter League for Animals.
Feel great knowing that your gift will help to save the lives of countless helpless and homeless animals! Questions? Call 401.846.0592 or email us.
Making a gift of appreciated stock can benefit you as well as the animals. Donating stock you’ve held for more than 12 months avoids capital gains taxes on the increase in the stock’s value and allows you to receive its full, fair market value on the date of the gift.