Gifts of Stock
Gifts of appreciated stock help build more homes for hardworking local families in your community. The IRS allows a charitable tax deduction for the full market value of the appreciated security.
The benefits of gifting appreciated stock:
- The satisfaction of knowing your money is invested in a cause important to you.
- Capital gains taxes on the stock are avoided.
- You will be eligible to receive an income tax charitable deduction for the full fair-market-value of the stock at the time of the gift.
Please provide the following stock gift instructions to your broker or financial advisor.
Ameriprise Financial Services, Inc.
Ameriprise Account Number: 2743 1784
Designation: Habitat for Humanity La Crosse Area
Advisor: Bryan Tornow
O: 608.796.0929 x 1005 | F: 608.782.5197 | M: 608.385.1659
Tax ID: 39-1706999