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Ways to Give

Stocks, Bonds & Mutual Funds

Give Stocks, Bonds & Mutual Funds

A gift of appreciated securities like stocks, bonds, or mutual funds is a great way to support the mission of BISSELL Pet Foundation.

When you transfer ownership of securities to BPF, you will receive a charitable deduction of the fair market value, and you won’t incur any capital gain taxes subject to IRS deductible limitations.

Donating stocks, bonds, or mutual funds is simple. You will just need to provide your financial advisor or brokerage firm with the following information:

Method of stock delivery (please choose one):

Firm Name: Merrill Lynch
DTC# 8862
Client Account Title: BISSELL Pet Foundation
Client Account Number: 6CL-02323
Contact: Merrill Lynch Wealth Management, The J&R Group
Alyssa Brown at (312) 696-7553

Merrill Lynch Wealth Management
J&R Group
Attention: Alyssa Brown
110 N Wacker Drive, Floor 17, Chicago, IL 60606
If the stock is still in your name, please include a letter of authorization giving up ownership of the securities.

Firm Name: Merrill Lynch
DTC# 8862
Client Account Title: BISSELL Pet Foundation
Client Account Number: 6CL-02323

If the bonds require special instructions, please use the path below:

All Custody US Treasuries (Bonds, Bills, Notes, Agencies)
BK OF NYC/MLGOV ABA routing # 021000018

Further credit: BISSELL Pet Foundation and Merrill Lynch account #6CL-02323

Please contact Alyssa Brown at (312) 696-7553 to provide information on your decision to donate shares to BISSELL Pet Foundation.

To ensure your donation is properly acknowledged, please let us know the details of your appreciated gift in advance. Electronic security transfers often won’t provide us with that information.

Please provide the following information to Theresa Ladner at theresa.ladner@bissell.com 

  • Name, address, contact number
  • Name of the security
  • Number of shares and estimated value
  • Approximate transfer date and transferring brokerage firm
two kittens

IRS Notes

Stocks must be held for greater than one year to receive fair market value. If held less than a year, the donation would be only for the stock’s cost-basis, not the fair market value. Please consult with your financial advisor or broker to confirm your correct donation.

To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250.

Security gifts are subject to the IRS deduction limits. Please consult with your financial advisor or broker on those limits.

A security’s charitable value is determined by the date the security is received in the charity’s designated account.