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!

Have questions?

We’re happy to walk you through your donation of stock to San Diego Habitat. Contact Karen Begin, Director of Development, at (619) 283-4663 x108 or Karen.Begin@sandiegohabitat.org to learn more.

San Diego Habitat makes gifting stock easy.

Thank you for your consideration in donating stock to support San Diego Habitat for Humanity. The fastest and easiest way to make a stock gift is to initiate an electronic transfer.

Please contact San Diego Habitat when you initiate the transfer and provide your financial advisor or brokerage service with the account information below:

Stock should be transferred to San Diego Habitat for Humanity’s account below:

Investment Bank:
Morgan Stanley
4350 La Jolla Village Drive, Suite 1000
San Diego, CA 92122

Account Number:
574-775781-301
DTC Number:
0015

Call or email Karen Begin at (619) 283-4663 x 108 or karen.begin@sandiegohabitat.org when you initiate the transaction so that we can be on the lookout for your contribution in our account. We do not receive automatic notification of stock donations from Morgan Stanley.

San Diego Habitat for Humanity is a 501(c)(3) organization. Our Tax Exempt Identification Number is 33-0259190.

It is the policy of San Diego Habitat for Humanity to sell donated stock as soon as possible, unless otherwise directed by the donor.

Why give stock?

  • Capital gains tax is waived

  • Full market value eligible for tax deduction

  • Simple, easy transfer process

  • More impactful than a cash gift

  • All funds stay local, helping San Diegans secure safe, affordable housing

Please consult with your financial advisor to evaluate if a gift of stock suits your philanthropic goals.

With your support, we’re building a San Diego where everyone has a solid base from which to build their best lives.

See how you helped build homes, communities, and hope in 2020.