SECURITIES GIVING

A gift from your investment account is a tax-wise approach to increasing your impact on Chicago’s families and neighborhoods.

 

Gifts of Stocks, Bonds, Mutual Funds

A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value of the gift at the time that it is made. If the stock has appreciated, you will also avoid a capital gains tax on the appreciation, translating into a larger gift to our mission than if you were to sell and then donate the cash.  

 

How to Make a Gift of Securities

You or your broker may transfer securities to our account at Charles Schwab & Co. (Schwab):

  • Schwab Account Name: Habitat for Humanity Chicago

  • Account Number: 7906-8444

  • DTC Number: 0164, Code 40

  • Contact Habitat Chicago: gifts@habitatchicago.org or 312-563-0296 x434

 

It is very important that you inform us when you have made the transfer as the funds arrive in our account without identification. Your alert helps us pair the gift with the donor so that we may sell the securities in a timely manner and issue a tax receipt. 

 

 

Gifts from Donor Advised Funds

Have you already transferred funds or your securities to a Charitable Account? When you wish to make a gift from it, please be sure to pay attention to the Habitat you select as there are several entities that may sound similar.  

  • EIN: 46-0494889

  • Name: Habitat for Humanity Chicago

  • Address: 1100 W Cermak Rd., Ste. 404, Chicago, IL 60608

    

Note: When using an automated lookup field, our EIN sometimes links us to Habitat for Humanity International, Inc. or our former name, Windy City Habitat for Humanity. As long as the EIN and address are correct, we can still accept the payment.
 

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