Donate appreciated stock, bonds, or mutual funds
Making a gift of stocks, bonds, or mutual funds to BirchBark is an impactful way to protect and honor the human-animal bond while also receiving a tax deduction and bypassing capital gains.
See the instructions below for information about how to make a donation of stock to BirchBark.
STEP 1: Provide your broker with the following transfer information:
DTC code: 0075
Account number: 3073-3944
Account Registration: BIRCHBARK FOUNDATION A NON-PROFIT ORGANIZATION
BirchBark's EIN: 81-2531220
Receiving institution: LPL Financial
Point of contact: Kristina Kuprina, Founder and CEO of Sequoia Wealth Advisors, (408) 645-2500 or email connect@sequoiawa.com.
You may also download our stock transfer form to help get you started.
STEP 2: Let us know you've made a gift!
When you make a donation of stock, we do not receive anything that identifies you as the donor. Please inform us about your gift so that we can send you a proper tax acknowledgement.
Contact: info@birchbarkfoundation.org