Gifts of Stock

Thank you for your interest in supporting Habitat for Humanity of Boone County through a stock donation. Appreciated securities are perhaps the most cost-effective assets to use in making a gift. When you transfer ownership of long-term holdings to Habitat Boone County, you receive a charitable deduction for their full market value — and you incur no capital gains tax (subject to IRS deduction limits).

How to Give a Gift of Stock

Because electronic transfers are made without identifying the donor, please alert us in advance about the stock and number of shares you plan to give. You can do so by contacting Liz Qua via email or by calling (765) 483-5134.

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According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account).

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The information to the right is necessary to transfer stock to our Fidelity account:

​When your stock gift is received, we will mail you a tax receipt stating the name of the stock, the number of shares and the fair market value on the date it was received by Habitat Boone County.

Because electronic transfers are made without identifying the donor, please alert us in advance about the stock and number of shares you plan to give. You can do so by contacting Liz Qua via email or by calling (765) 483-5134.