About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Make your gift over the phone, by mail or via a financial advisor
Ask your broker to donate through:
DTC number:
ACCT name:
Tax ID#: 71-0679937
ACCT Number:
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Brad Robertson
Title :Vice President of Development
Phone: 501-376-4344
Email: brad@habitatcentralar.org
Already included us in your estate plan? Let us know