Stock Gifts & IRAs
Donor Advised Funds
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Habitat for Humanity of Metro Denver and other qualified charities. You can recommend a grant or recurring grants to create more homeownership opportunities for local families.
|
For your advised fund or IRA account administrator: Designation: Habitat for Humanity of Metro Denver For IRA contributions: Please make sure your administrator adds your name to the donation paperwork for tracking purposes.
|
|---|
Direct Gifts from an IRA
If you are at least 70½ years old, you can make a gift of up to $100,000 each year to Habitat for Humanity of Metro Denver directly from your IRA. An IRA Charitable Rollover Gift allows you to make a gift to Habitat Metro Denver, satisfy part or all of your annual required minimum distribution from your IRA, and exclude part or all of the distribution from your taxable gross income, thereby reducing your tax liability.
It's easy to get started! Contact your IRA plan administrator to make a gift. Your funds will be directly transferred to Habitat Metro Denver to avoid tax penalties.
Stock Gifts
Gifts of appreciated stock and securities help us purchase materials to build more homes for hardworking Denver families. The IRS allows a charitable tax deduction for the full market value of the appreciated security.
Please provide the following stock gift instructions to your broker or financial advisor.
|
Charles Schwab (Broker):
|
|---|
For more information, please contact Kate Bentley at 720-382-1720 or kbentley@habitatmetrodenver.org. It is through your kindness that a local, hardworking family, who has struggled to find stability due to the rising cost of rent, will have a safe and decent home. Thank you!