Increase your giving power with a donation of stock.
Helpful for you. Helpful for our community.
Appreciated stock is perhaps the most cost-effective asset to utilize in making a charitable gift. When you donate stock, you earn a bigger tax deduction while maximizing your financial support of our mission, making it a win-win!
Benefits of a stock donation:
Please consult with your financial advisor to evaluate if a gift of stock suits your philanthropic goals.
San Diego Habitat makes gifting stock easy.
How to Facilitate a Stock Donation
1) Let us know about your incoming donation.
Contact Karen Begin at Karen.Begin@sandiegohabitat.org or (619) 906-4482.
We do not receive automatic notification of stock donations from Morgan Stanley.
2) Provide your financial advisor or brokerage service with San Diego Habitat for Humanity’s account information.
3) Your stock donation is sold upon receival.
It is the policy of San Diego Habitat for Humanity to sell donated stock as soon as possible, unless otherwise directed by the donor.
4) A donation acknowledgement letter will be sent.
Our team will mail you a tax letter acknowledging your stock donation. If you prefer to have a PDF copy, please let us know at Karen.Begin@sandiegohabitat.org.
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