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Stock Transfer Instructions

Legal Information

Legal Name and Address:

Habitat for Humanity International, Inc.
121 Habitat St.
Americus, GA 31709

Tax ID Number: 91-1914868

Click here for a copy of Habitat's 501(c)(3) determination letter.

Instructions for Donations of Stock & Bonds – Gifts of Securities

The fastest and easiest way to make a stock gift is to do an electronic transfer.  Your broker will need the following information:

DTC #: 0057
Acct Name: Habitat for Humanity International
Acct #: 100-10367-1
Brokerage: Edward Jones, St. Louis, MO; (Lya Couch) 314-515-3109 or (Bob Zerega) 314-515-3129

It is very important that we know your name and mailing address and the type of stock and number of shares you are gifting before or as soon as the stock is transferred.  Without this information we do not know who sent the donation of stock and therefore cannot send a tax receipt or any kind of acknowledgement.

If you have the actual certificate, you can mail the unendorsed certificate and a signed stock power, in separate envelopes, to the attention of the Stock Gift Coordinator at Habitat for Humanity International.

Habitat for Humanity International
Attn: Stock Gift Coordinator
121 Habitat Street
Americus GA 31709

Please be sure to contact the Planned Giving Stock Team (800-HABITAT, x3614 or for questions and to let Habitat know the details of your transfer.

Instructions for Donations via ACH/Wire

Wiring Instructions    ACH Instructions
Bank: Wells Fargo Bank, San Francisco, CA. USA
ABA# 121000248
CHIPS Participant Code: 0407
Account Name: Habitat for Humanity International
Account #: 2000032278413
Bank: Wells Fargo Bank, Atlanta, GA. USA
ABA# 061000227
Account Name: Habitat for Humanity International
Account #: 2000032278413
eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Habitat for Humanity International a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I, [name], of [city, state, ZIP], give, devise and bequeath to Habitat for Humanity International [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HFHI or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HFHI as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HFHI as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HFHI where you agree to make a gift to HFHI and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.