Make a gift of stock or mutual fund shares.
You may experience the following benefits:
- Relief from capital gains taxes
- A charitable income tax deduction
- The satisfaction of knowing that you are helping hard-working families find safe, affordable housing
Before making a stock or bond donation and to determine any impact to your taxes, consult your tax advisor.
The easiest way to make a gift of stock is to have your broker perform an electronic transfer. Your broker will need the following information:
Legal Information of Stock Recipient:
Cedar Valley Habitat for Humanity
350 6th Ave SE Cedar Rapids, IA 52401
CVHFH’s 2019-501c3 determination letter
Cedar Valley Habitat for Humanity
LPL Account #20324175
DTC number is 0075
Account Type: Regular brokerage account held through LPL Financial
FedID: 42-1320296
If you have any questions about making a stock or bond donation, please contact us.
