Gifts of Stock

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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 Sandy Moreno, Director of Major Gifts, via email or by calling (310) 701-6244.

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 our broker, Geoff Delahanty at Thrivent Investment Management for assistance with making the
    stock transfer.
  • If the transfer is coming from a Thrivent account, please complete the gift request form (to be provided by Habitat LA or Thrivent).
  • 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 TY9-136091
Broker DTC Number 0226
Investment Advisor Geoff T. Delahanty, RICP®, FIC
Wealth Advisor, Southwest Region
Beach Cities Financial Consultants
CA Insurance ID No.: 0E71619
Thrivent Financial
Phone: 562-981-1358
E-mail: geoff.delahanty@thrivent.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 Sandy Moreno, Director of Major Gifts, via email or by calling (310) 701-6244.


Download Instructions Here