When you transfer ownership of securities to CHF, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).
For Your Broker
To donate publicly traded stock or other securities, provide these account details to your broker:
Account Name: CHF Clearing Accot
Account number: XYZ ABC EFG
DTC number: ABCD
Tax ID number: AB-CDE-FGHI
For Reference Field: Donor Name
Brokerage House: Fidelity Investments, Attn: Fidelity Private Client Group, 801 Boylston Street Boston, MA 02116 , (800) 544-5704
We're not quite ready yet. Stay tuned.
So there is no delay in issuing a tax-deductible receipt, please contact us in advance about the type of securities and the number of shares you are giving. We are not notified of donor information with your electronic transfer.
Email firstname.lastname@example.org or visit our Donor Support Page. Provide your contact info for issuing your tax-deductible receipt, broker information, stock name or ticker symbol, number of shares, approximate transfer date, and anything else you'd like to tell us.
Timing is Everything
According to IRS regulations, the date of your gift is the date it arrives in our brokerage account. Be aware, donations of mutual fund shares can take 3-4 weeks to settle into CHF’s securities donation account. For tax-deductible purposes, donations received into CHF’s stock gift account after December 31st are treated as a gift in the following calendar year.
You may also leave CHF stocks and mutual funds as a legacy gift. For more information about including stocks and mutual funds in your will, please visit our Planned Giving Page.