Gifts of Stocks & Other Assets

Donating stock that you have owned for more than one year may entitle you to a charitable tax deduction for the full market value at the time of donation. If the stock has appreciated, you may also avoid a capital gains tax on the appreciation. Since 501(c)(3) nonprofit organizations are not taxed when they sell stock, Milwaukee Habitat will receive the entire benefit of your gift.

Please consult your financial adviser to determine whether this is a good choice for you.

How to Donate Stocks, Mutual Funds or Other Assets

  • Milwaukee Habitat needs to know the name of the stock, the number of shares, your name and address, and the designation of your gift so that we can credit it properly.
  • To make a donation of stock to Habitat for Humanity, please arrange with your broker to transfer shares to:
    Robert W. Baird & Company, Inc.
    DTC Code: 0547
    Account: 5944-6369
    Broker of record for the account: Steven Tews
  • Our normal procedure is to credit the donor with the median value of the stock on the day the shares go into our account.
  • Questions or concerns contact:
    Andy Heuer, Development Director, at 414-316-5609 / aheuer@milwaukeehabitat.org

How to Donate Real Estate

Donating real estate can have many tax advantages. We are looking for donated houses to rehab in the Midtown neighborhood of Milwaukee (boundaries: 20th St. to 30th St. and North Ave. to Lisbon Ave). In most instances, we can assist with the transaction at no cost to the donor.

In some circumstances, properties outside of the Midtown neighborhood, but still within Milwaukee County, can be donated outright or with an agreement to do a bargain sale to support our critical work. We will use funds from the sale of these properties to cover the costs of home building, homeowner education, and program operations.

We do not accept donations of vacant lots outside of the Midtown neighborhood.

If you are interested in donating property to Milwaukee Habitat for Humanity, please contact:
Chris Garrison, Construction Director, at 414-316-5623 / cgarrison@milwaukeehabitat.org