If you hold stock in a closely held business, you may be able to use that stock as a powerful way to support our future.
Closely held stock* is most often used to support our work in the form of an outright gift. You can make a gift of closely held stock as long as the constituting documentation for the business permits additional owners and it is debt-free. The donation of closely held stock first requires you to value the interest in the business entity.
Review this checklist to see if you may benefit from donating closely held stock. Then, consult your professional legal and tax advisors to see how to maximize the benefits of this tax-efficient strategy for making a difference.
- A gift of closely held stock requires special handling, so you should always consult with your legal or tax advisor first.
If you include the Romanian League in Defense of Animals, Inc (ROLDA USA) in your plans, please use our legal name and federal tax ID.
Legal Name: Romanian League in Defense of Animals
Current address: PO Box 4674 Crofton MD 21114
Tax ID# 32-0176929
Romanian League in Defense of Animals is a 501(c)(3) registered nonprofit.
For Outside of the US
Canadians leaving a planned gift to ROLDA will use the same information as members in the U.S. for the Legal Language and Tax ID in a will and other gifts such as bank accounts, insurance policies, etc. You can request information be sent to you by emailing us at firstname.lastname@example.org