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.

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 below information. You can also download instructions for wiring cash gifts here.

Account Name: Lancaster Area Habitat for Humanity

Account #: 613-107180

DTC number: 0015

Brokerage: Morgan Stanley, 300 Granite Run Drive Suite 300, Lancaster, PA 17601

Broker of Record: Andrew Champagne, Andrew.Champagne@morganstanley.com

Legal Name and Address:
Lancaster Area Habitat for Humanity, Inc.
1061 Manheim Pike
Lancaster PA 17601

Tax ID Number: 23-2414585

Important: please be certain to notify us at giving@llhfh.org 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 Giving Department Attn: President and CEO, Andrew Szalay. For additional questions, please contact him at 717-392-8836. 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.