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)
If you are 70½ years old or older, you may donate up to $100,000 tax-free from your IRA each year. This "Qualified Charitable Distribution" is excluded from your reportable income, and avoids income and Social Security taxes. Your gift can also qualify for the 50% Child Care Contribution tax credit or for the 25% Denver Enterprise Zone tax credit. Consult your tax advisor.
The Colorado Coalition for the Homeless accepts gifts of real estate and appreciated assets (Insurance policies, art, coins and other collections) as well as vehicles, with some limitations. Please call Meg Mullen, Chief Development Officer, at 303-312-9636 or MMullen@ColoradoCoalition.org to discuss a proposed gift of property.
Questions? Call us! We’re Here to Help.
The Coalition’s Resource Development Team:
Meg Mullen, CFRE, Chief Development Officer | (303) 312-9636
Danielle Smith, Development Officer | Individual Giving | (303) 312-9630
John Mezger, Development Officer | Individual Giving | (303) 312-9634
Brian Katz, Development Officer | Workplace Giving | (303) 312-9673
Christian Abeyta, Donor Services Manager | (303) 312-9640
Stuart Steers, Foundation Relations Officer | (303) 312-9637
Chalonie Craighead, Volunteer Services Coordinator | (303) 312-9639