Still Have questions? Contact us.

If you have any questions about gifts of stocks and bonds, please contact Joe Wappelhorst at 281-356-7588 Ext 201 or via email at He would be happy to assist you and answer any questions that you have.


Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. It can also be referred to as gift planning or legacy giving. Planned giving is a way to support SIRE by enabling philanthropic individuals to make larger gifts than they would make from ordinary income. Some planned gifts provide life-long income to the recipient. Other gift plans use estate and tax planning to provide for charities and heirs in ways that maximize the gift and/or maximize the benefit to the donor’s estate. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.

To discuss a planned or legacy gift, please contact Joe Wappelhorst at 281-356-7588 Ext 201 or via email at


Check with your company prior to giving to SIRE. As a donor, you may be able to double your contribution to SIRE with the help of your employer. Employee Matching Gifts are donations an employer makes to match its employees’ charitable contributions. Some companies may also give grants or gifts for employees’ volunteer efforts.

Guidelines and amounts vary with each company. Check with your Human Resources department or contact SIRE for more information about matching gifts. Typically, individuals must submit forms to their employers to request a corporate match.


Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to SIRE Therapeutic Horsemanship.

Benefits of gifts of stocks and bonds:

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further SIRE’s mission today

How to make a gift of stocks and bonds:

Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to SIRE – Therapeutic Horsemanship.

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds:

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.


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