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
- 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|
|Broker DTC Number||0226|
|Investment Advisor||Geoff T. Delahanty, RICP®, FIC
Wealth Advisor, Southwest Region
Beach Cities Financial Consultants
CA Insurance ID No.: 0E71619