Donate Stock or Mutual Fund Shares PDF Print E-mail

By making a gift of stock or mutual fund shares, you can receive some attractive benefits:

  • Relief from capital gains taxes;
  • A charitable income tax deduction;
  • Most important, the satisfaction of knowing that you are helping hard-working families find safe, affordable housing.

We will provide you with instructions to make stock donation a quick and easy process. Gifts of mutual fund shares generally take longer as each fund requires Habitat to open an account in order to receive the gift. Adequate timing is especially important near the end of the calendar year.

Broker:

Cheryl Zimm (primary)  (651) 298-1637
Sarah Sugrue (secondary)  (651)-298-1676
UBS Financial Services
F-651-298-1633

Account number:  7C 11293

DTC number:  0221

Federal tax ID:  36-3363171

Habitat contact:

Anne Weber-Smith
Major Gifts Officer
3001 4th Street SE
Minneapolis, MN 55414-3301
612-331-4090 ext. 608
 
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