Giving of Stock, Bonds and Mutual Funds
With over 60% of Americans owning securities, more people are giving stocks, bonds, and mutual funds in support of affordable housing. By donating securities to Atlanta Habitat, you can benefit from a tax savings that may allow you to donate more without an increased cost. Talk with your financial advisor, attorney, or accountant to determine if this is a good choice for you. For security and simplicity, we recommend that you make a direct transfer of securities to Atlanta Habitat's account.
To initiate a stock gift to Atlanta Habitat, please provide your broker with the following information:
Brokerage: SunTrust Contact: Kristen Plowman Your broker will also need to know the name of the stock you wish to donate as well as the number of shares and instructions for designation of the funds (i.e. Foundation 1000, house sponsorship, etc.). An acknowledgement from Atlanta Habitat will be sent crediting you with a gift of the average of the high and low for the day the stock was transferred into Atlanta Habitat's account. You may use this for tax purposes.
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