WHY DONATE APPRECIATED STOCK

Donating appreciated stock gives you the chance to make a bigger impact.
The cost of the stock is of lower value (the acquisition cost) but the value to HIP is full market value.

For example, stock that cost you $10 per share years ago may now be valued at $100. Depending upon your personal tax situation, giving appreciated stock may save you hundreds or even thousands of dollars when compared to giving cash to achieve the same impact- allowing you to better maximize your contributions to our cause.

When you donate appreciated stock, you will not pay capital gains tax and you may be eligible to deduct the

full fair-market value of the asset you donated from your income taxes, up to the overall amount allowed by The IRS.

Any decision you make regarding the tax implications of your investments and donations should be made in consultation

with your personal tax advisor.

HOW TO DONATE APPRECIATED STOCK

Thank you for your desire to support HIP Housing and our mission through a stock donation. It’s easy to give. Please contact
Sabrina Longega Wilson at (650) 348-6660 ext. 310, and she’ll be happy to help.

If you are a do-it-yourselfer, these are links for a few major brokerages.

The form used by Schwab as of 2024 is here

Fidelity 2024 form is here .

Vanguard information is here.

Merrill 2024 form is here.

Please send an email to If you are planning to donate stock, please send an email to swilson@hiphousing.org
so that we can properly credit the donation. Include the number of shares and name of the stock.

To complete the transfer, you will need this information about HIP Housing and its brokers:
Receiving firm’s name: Charles Schwab
DTC Number: 0164, Code 40
HIP Account Number: 7299-9791
“For the benefit of” or account title registration, etc.: Human Investment Project

If you have any questions, please contact:

Sabrina Longega Wilson
Fund Development Director
swilson@hiphousing.org
(650) 348-6660 ext. 310