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.
For gifts of stocks, securities, & mutual funds.
Transfer in-kind to:
Broker: UBS Financial Services, Inc.
Broker DTC Number: 0221
For Credit to: Habitat for Humanity of Seattle-King & Kittitas Counties
Account Number: WI-68685-WM
Contact: Diana Hendrickson | (206) 628-8564
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: Amy Farrier
Title :Chief Development Officer
Phone: 206-456-6943
Email: amy.farrier@habitatskc.org
Already included us in your estate plan?
Visit our partner FreeWill
You’re in my plans!
Or, complete the form and return it to amy.farrier@habitatskc.org
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.