Gifts of Securities

A gift of securities to Circle of Hope is a great way to support individuals facing homelessness, and it can also give you the added benefit of avoiding capital gains taxes while claiming a deduction (subject to IRS deduction limits).

If you have appreciated stocks or are looking to refocus your investments, making a charitable stock contribution can be a great way to rebalance your portfolio and save on your taxes. Donating stock that has appreciated for over a year directly to an organization can contribute up to 20% more than selling the stock and gifting the cash as a donation.

Transferring stock electronically is the easiest and quickest way to process your gift. Please provide your broker with the following information:

Brokerage Firm: Fidelity
DTC Number: 0226
Account Name: COH Fidelity Account
Account Number: Z40494179

Please note that your name does not typically accompany the transfer of shares. So that we can properly acknowledge your donation, please contact Caitlin Sawicki to let us know the type of securities and number of shares you plan to give.