Thank you for your interest in supporting Habitat for Humanity of Greater Los Angeles (Habitat LA) 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 LA, 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 Marina Garcia via email or by calling (310) 818-5230.
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).
The following information is necessary to transfer stock to our account:
- Please contact Avi Cohenor or David Jaramillo at Bank of America for assistance with making the stock transfer.
- Please use our Instructions below to ensure all proper information is given to your brokerage firm.
- 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 LA.
Habitat LA Account Details
| Account Name | Habitat for Humanity of Greater Los Angeles |
| Tax ID Number | 33-0416470 |
| Account Number | 022010210466 |
| Broker DTC Number | 20955 |
| Bank of America Contacts | Avi Cohen Managing Director, Private Client Advisor Phone: (310)785-6082 E-mail: Avi.cohen@bofa.com David Jaramillo, CFA SVP Private Client Manager Phone: (310)785-6164 E-mail: david.jaramillo2@bofa.com |
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 Marina Garcia via email or by calling (310) 818-5230.
Download Instructions Here
