Make a Bequest or a Gift of Stock
Gifts of Stock
By donating appreciated stock, you can save on your taxes and invest in homeownership for families at the same time. If you paid $500 for stock now worth $1000, you can avoid capital gains tax on the $500 profit and deduct the full $1000 contribution!
Bequests come in many forms and may provide valuable financial benefits to your family. You can include Habitat Greater Boston in your estate planning with a cash bequest of a specified amount, as a recipient of all or a percentage of the remainder of your estate after the payment of any cash bequests and all estate-related expenses, or as a beneficiary of the remainder of your IRA, Keogh, tax-sheltered annuity, qualified pension, or profit-sharing plan.
For more information on donating stock or making a bequest to Habitat for Humanity Greater Boston, please contact Monika Montrymowicz, Director of Development, at (617) 423-2223 ext 20 or email@example.com.