Donating Stock
Make a Meaningful Impact
Unlock the potential of your investments to support our mission of empowering and uplifting our community. Consider the often-overlooked option of donating securities—such as shares of stock or mutual funds, and bonds—to make a meaningful impact.
Imagine you invested in ABC Corporation years ago, and its value has since multiplied. By donating these appreciated shares directly to us, you not only contribute to our cause but also benefit from a charitable deduction based on the full fair market value of the stock, maximizing your impact at minimal cost.
To take advantage of this opportunity, ensure that your stock has appreciated in value and has been owned for at least a year and a day. Transferring the shares directly to our brokerage account avoids capital gains tax, amplifying the value of your contribution.
For stocks that have depreciated in value, it may be more advantageous to sell them independently and donate the proceeds. This allows you to claim a capital loss on your tax return while still supporting our mission.
When donating stock, its value is determined by the average of the high and low prices on the day of receipt, multiplied by the number of shares. Mutual fund shares are valued using the closing price for that day.
Get Started
Our account at Donaldson Capital Management is ready to receive your donation. For account details or assistance, please contact:
Sr. Jane Michele McClure
(812) 423-5623, ext. 226
(812) 430-2159 (call or text)
jmcclure@evansvillehabitat.org
If you hold a stock certificate, reach out to our office for guidance on making your gift in this manner.
Your support through securities donations helps us continue our vital work, transforming lives and communities. Thank you for considering this impactful way to contribute.
If you would like to receive an Indiana state tax credit for your gift of stock, click here.
Looking for More Ways to Give?
Your gifts, both large and small, will help us to achieve our mission of helping low-income families realize their dreams of homeownership. Every dollar you give to Habitat for Humanity of Evansville goes directly toward building more homes in community – not overhead expenses!