Gifts of Stock, Mutual Funds, or Wire Transfers
The dream of a safe, affordable home can become a reality for struggling families. A gift of stock to Mercy Housing ensures that families, seniors and people with special needs can live in hope for a better future. Gifts of appreciated stock allow donors to bypass capital gains taxes and receive a charitable tax deduction.
Please notify Mercy Housing of your intent to transfer stock or wire a gift by completing the Notification of Stock Transfer / Wire Transfer Form and email, fax, or mail it to:
Philanthropy
Mercy Housing, Inc.
1600 Broadway, Suite 2000
Denver, CO 80202
Email: gifts@mercyhousing.org
Fax: 303-830-3301
Phone: 303-830-3471
Please ask your broker or agent to transfer stocks, mutual funds, or ETFs to Mercy Housing using the following account at Charles Schwab & Co. Inc., and have them include the donor name in the transfer:
Schwab DTC# 0164
Name on Account: Mercy Housing, Inc.
Account Number: 5145-6622
Gifts of stock will be recorded on the day the stock is received in our brokerage account, at the median market value on that day. You will receive a written acknowledgement to confirm receipt of your gift.
Thank you for considering this important way to support Mercy Housing!
Download the FormIf you have questions, or need additional details on how to make a donation via wire transfer, please reach out to us via email at gifts@mercyhousing.org.
Questions?
If you have any questions, please contact the National Philanthropy team at gifts@mercyhousing.org. Before proceeding, you should also consult with your tax advisor to discuss your particular situation including the possible impact of your state’s tax laws.
Mercy Housing, Inc. (EIN 47-0646706).
