A Habitat Gift for Today & Beyond
When it comes time to support Habitat for Humanity of Henderson, Kentucky, Inc., you may instinctively reach for your checkbook or cash. Instead, consider the stocks in your portfolio that have generated substantial gains over the past few years.
How does it work?
If you were to sell your long-term appreciated stock and donate the net cash, you become subject to capital gains tax. Instead, if you donate the stock directly to Habitat for Humanity of Henderson, Kentucky, Inc. you could minimize the capital gains tax and also may become eligible for an immediate income tax deduction. Now, you’ve maximized your charitable gift and 100% of the stock value can support Habitat for Humanity of Henderson, Kentucky, Inc.
One way to donate securities is through an electronic transfer. If you’d like to donate this way instead of online, give your financial advisor the following information:
- Brokerage Firm: Edward Jones
- DTC Number: 0057
- Account Name: Habitat for Humanity of Henderson, Ky Inc.
- Account Number: 3832135218
Another way is to simply donate your stocks, mutual funds, etc. online. Go to the section below and donate your securities today!
If you have any questions, please feel free to reach out to us anytime at director@hendersonhabitat.org or you can call 270-826-0015 (office) or 270-860-4858 (Matt Reynolds cell)
