Gifts of Stock

Nearly every investment portfolio holds publicly traded stock and the tax benefits make appreciated public stock one of the most attractive assets for charitable giving.

Donating stock, securities, or mutual funds can help you avoid paying capital gains taxes. And if you’ve owned the stock for more than one year, you can also receive a tax deduction for the full market value of the stock.

Enjoy the benefits of giving appreciated assets now, or add Bend-Redmond Habitat for Humanity as a beneficiary and eliminate estate and inheritance taxes.

Either way, you’ll make a lasting impact in helping more Central Oregon families achieve the dream of homeownership.

How It Works

Making a stock gift is easy! Reach out to Brittney Clark at bclark@brhabitat.org to inform us of your intention to donate stock. We will provide you with the necessary account details and instructions for the transfer.