Easily donate your appreciated stocks and mutual funds to help build homes.
Giving a gift of publicly traded stock may provide greater tax benefits than giving cash. You will receive a
charitable deduction for the fair market value of the stock and you incur no capital gains tax subject to
IRS deduction limits.
The process is simple. Your financial advisor or broker can assist you in making a gift of stock via a direct transfer with the following information:
Charles Schwab & Co.
DTC #: 0164, Code 40
Schwab acct name: Human Investment Project
Schwab acct number: 7299-9791
Tax Identification Number: 94-215-4614
Below is information for our broker:
Barbara Wright, CFA
Principal
Van Strum & Towne, Inc.
We encourage you to notify us of your gift to help ensure it is processed accurately.
For more information or if you have any further questions, please Clarice Veloso-Lugo, Development Director at 650-348-6660 ext. 308 or CVeloso-Lugo@hiphousing.org.