Return to Ways to Give
Donate Stock & Mutual Funds
Securities like stock and mutual funds that have increased in value and that you’ve owned for longer than one year are a smart way to give back to Habitat. In addition to reducing or even eliminating federal capital gains taxes on the transfer, you may also qualify for a federal income tax charitable deduction. Habitat receives the full stock value to support our mission, and you save on taxes!
Get Started
To donate stock to Habitat for Humanity of Orange County, you will need this account information and details to complete the transfer online or with your financial advisor or broker. Please email or call us so we can ensure the transfer is completed and acknowledge your generosity.
Morgan Stanley
1014 Santa Barbara Street Ste. 200
Santa Barbara, CA 93101
Contact: Jonathan Fuhrer
Phone (805) 564-7930
jonathan.fuhrer@morganstanley.com
Account #: 248-033584-030
DTC #: 0016
Account Name: Habitat for Humanity of Orange County, Inc.
Tax ID #: 33-0311059
Phone (949) 209-5927
If you have any questions as you complete this gift or the impact your contribution makes, please contact Donor Relations at (949) 209-5927 or DonorRelations@HabitatOC.org. Once your gift of stock has been received by Habitat OC, we will reach out if contact information has been included.
Thank you again for partnering with us to create a world where everyone has a safe and affordable place to call home.
- 2200 Ritchey Street Santa Ana, CA 92705