Donating shares of stocks or mutual funds is a great way to support A Home Within! By making a donation from the stocks in your portfolio that have generated captial gains, you can donate these non-cash assets and receive tax savings.
Selling your long-term appreciated stock and making a cash donation from the sale would typically result in capital gains tax. That’s why you have the option to donate the stock directly to A Home Within with a donor-advised fund program, which can minimize capital gains tax while also becoming eligible for an income tax deduction! This way, 100% of the stock value can support free, relational therapy for foster youth.
Please first contact Reed Connell, Executive Director, at 510-387-7518 or email rconnell@ahomewithin.org to discuss your gift and ensure proper processing. You will also need to contact your broker to initiate your transfer. Securities can be gifted to the A Home Within electronically or by physical mailing.
Contact your broker or financial advisor to electronically transfer securities to our account:
Receiving Broker: Charles Schwab & Co., Inc.
DTC Number: 0164, Code 40
Account Name: A Home Within, Inc.
Account Number: 7249-8048
Contact your broker to initiate the transfer. Please mail your unendorsed certificate(s) with a Stock Power Form by registered mail, to:
A Home Within
195 41st St #11172
Oakland, CA 94611
Email us the transfer details including:
We’ll provide you with a written acknowledgment for tax purposes within 48 hours of receiving your gift.
If you have questions about how to donate your non-cash assets, we’re happy to help! Contact Edith Vargas, Finance Director, at evargas@ahomewithin.org.
Professional Advice: Consult your tax advisor about your specific situation
Timing: Stock transfers can take 3-5 business days to complete
Valuation: Your deduction is based on the stock’s value on the date A Home Within receives it
Minimum Gift: We gratefully accept stock gifts of any size
Learn more about giving appreciated stock from major brokers:
Volunteer I am amazed by my client every session. The way she continues to show up for herself even when it’s so hard to do so. Her life is the success and I’m honored to be a witness.
– AHW Volunteer Therapist
