Stock & Legacy Gifts

Whether you would like to support Habitat today or make a gift that will benefit families in the future, together we can come up with a personal plan that is right for you. 

To learn more about any of the below giving options, please contact Director of Development and Communicaitons Amy Balestier at or 717.392.8836 ext. 209.


Our fund is established at the Lancaster County Community Foundation. By giving to the Habitat endowment, you ensure the future success and sustainability of Habitat programs and services. Click here to visit the fund’s web page.

Tribute Gifts

Give a memorable gift in honor of a loved one. We can send notification of your contribution to your special someone or their family member.

Planned Giving and Bequests

You can extend your support for Habitat and make a lasting impact on families in need of a decent place to live; options include a bequest, retirement plan, estate donation, life income remembrance in your will and more. Together, we can sit down to discuss a personal legacy plan that’s right for you. 

Charitable Gift Annuities

Through Habitat International or a local organization, you can receive lifetime annuity payments in return for your contribution to Lancaster Lebanon Habitat. Annuity payments are fixed and run for the lifetime of up to two beneficiaries.


You or your company can donate stock, stock options, or other 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

501(c)3 pdf

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

Broker of Record: Jen Aten, 717-519-4949

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 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.