Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Habitat for Humanity Choptank that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
Habitat for Humanity Choptank
|Broker Address||Morgan Stanley Wealth Management
28601 Marlboro Avenue, Suite 201
Easton, MD 21601
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact JoAnn Hansen at 410-476-3204. The fax number is 410-820-4144. If sending email, please use the Contact Us link on the navigation menu.
Thank you for your support of Habitat for Humanity Choptank.