Gift Your Stocks, Bonds, or Securities

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.
• Stock gifts valued at more than $5,000 are eligible for the Homeless Contribution Tax Credit, a CO state tax credit of 25% the amount of your gift.  Learn more here. 

Print this information for your financial advisor. <hyperlink to pdf page

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: If you'd like to receive the Homeless Contribution Tax Credit please let us know this in your email and include the last four digits of your SSN.