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Programs

Stocks

Stock Program

While time, money and housing supplies are the most common donations to Habitat, there are several other ways to give as well, including donating your stocks.

This is a fast and simple process which can be done through an electronic transfer, or certificates can be donated through the mail.

Donations of stocks allow us to ensure that even more families in Worcester County have a safe, affordable place to call home. 

Gifting appreciated stock is one of the most effective means of tax savings available.

The benefits of gifting appreciated stock:

  1. The satisfaction of knowing your money is invested in a cause important to you. 

  2. Capital gains taxes on the stock are avoided. 

  3. You will be eligible to receive an income tax charitable deduction for the full fair-market-value of the stock at the time of the gift. 


Please contact Jeremy Meyer with any questions you have about donating your stocks or bonds. His contact information is listed below.

Jeremy.meyer@cipadvisor.com

757-787-4279 ext. 106

Thank you for joining us in our work to help families build strength, stability, and independence through shelter. Everyone deserves a decent place to live, and everyone can do something today to make that possible for another family.

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