Giving stocks, bonds or mutual funds is easy and offers you valuable financial benefits.
- The full appreciated market value of the stock is tax-deductible
- No capital gains to be recognized at tax time.
- Stocks, bonds and most mutual funds are accepted.
- May qualify for Denver Enterprise Zone Tax Credit
Here is everything you need to know to make a gift of marketable securities: (Print this information for your financial advisor.)
Step 1: Provide this information to your broker:
Coalition’s Brokerage Firm: Fidelity Investments
For Credit To: Colorado Coalition for the Homeless
Account Number: Z50-669288
DTC Number: 0226
Taxpayer Identification Number: 84-0951575
Please note in transfer instructions: your name, address, phone, account number
Step 2: Notify Colorado Coalition for the Homeless
Please send an email to Giving@ColoradoCoalition.org with the following information:
Date of stock transfer
Name of stock and number of shares
Correct spelling of your name
Your complete mailing address
Optional: Request that your gift be certified for the Enterprise Zone Tax Credit (gifts of securities qualify for 12.5% tax credit)