Gifts of stock or mutual fund shares

By giving stocks 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, please 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:

  • Our Address: Cedar Valley Habitat for Humanity, 350 6th Ave SE Cedar Rapids, IA 52401
  • Our 501(c)3 determination letter
  • LPL Account Number: #20324175
  • DTC Number: 0075
  • Account Type: Regular brokerage account held through LPL Financial
  • Federal ID Number: 42-1320296

If you have any questions about making a stock or bond donation, please contact us.