Donating Stock
You or your company can donate stock, stock options and other investments to Habitat for Humanity East Bay in one simple transaction. A 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. You benefit by avoiding capital gains taxes and reducing income taxes. Habitat East Bay gains by receiving property that is easy to sell and will generate funds to support affordable housing in the East Bay.
It is easy to contribute stock to Habitat for Humanity East Bay. You have two options:
1. Send a letter to your broker, with a copy to Sue Howell to transfer shares to our account. The copy to HEB is crucial for you to receive proper credit and a tax receipt. Please send your name, contact information and a description of the transaction.
Your broker will need the following information:- Morgan Stanley Dean Witter Representative: Janet Iwanaga (510) 839-8080, janet.iwanaga@morganstanley.com.
- Account #: 104-129510-0-122
- DTC #: 015
- Account Name: Habitat for Humanity East Bay, Inc.
- Tax identification #: 94-3053687
2. If you hold the certificate, please contact your financial advisor for more information. You may also contact our Morgan Stanley Dean Witter Account Representative, Janet Iwanaga at (510) 839-8080.
For any other questions, please contact:Sue Howell, Donor Development Officer
(510) 251-6304 ext. 307
