Stock, Bonds and Mutual Funds
You or your company can donate stock, stock options, or other financial investments. A tax-deductible gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made.
If you have the actual certificate, you can mail the unendorsed certificate and a signed stock power (in separate envelopes) to our Giving department. The gift date is determined by the postmarks on the envelopes. Most financial institutions can provide stock powers, or, if you prefer, we will send one to you.
The fastest and easiest way to make a stock gift is to have your broker perform an electronic transfer. He or she will need the following information:
Account Name: Habitat for Humanity Inc. – Lancaster Area
Account #: 613-107180
DTC number: 0015
Brokerage: Morgan Stanley Smith Barney, 300 Granite Run Drive Suite 300, Lancaster, PA 17601
Broker of Record: Andrew Champagne, Andrew.Champagn@morganstanley.com
Legal Name and Address:
Lancaster Area Habitat for Humanity, Inc.
443 Fairview Avenue
Lancaster, PA 17603
Tax ID Number: 23-2414585
Important: please be certain to notify us at email@example.com or by phone at 717-392-8836 when you’ve made a gift of securities.
If you have the actual certificate, you can mail the unendorsed certificate and a signed stock power (in separate envelopes) to our President and CEO, Andrew Szalay. For additional questions, please contact him at 717-392-8836.