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.
