Stock Transfer

Thank you for your interest in making a charitable gift to the Healthy Homes Coalition in the form of a stock transfer.

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to Healthy Homes. If you have difficulty at any time, please contact Executive Director Paul Haan at (616) 241-3300 x301 or email paul@healthyhomescoalition.org.

Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock, and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

Please download the Stock Transfer Form form, follow instructions to formalize and execute your charitable gift, and be sure to fax or email the completed information on page 2 to the contact provided on the form. These steps will inform Healthy Homes of the proposed donation and ensure that you receive a prompt receipt of your gift for your tax records.

Did You Know...

By giving a gift of stock, you can not only claim the tax deduction, but you avoid paying capital gains tax on any appreication in the value of the stock.

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