{"id":24452,"date":"2021-02-02T02:52:29","date_gmt":"2021-02-02T02:52:29","guid":{"rendered":"https:\/\/habitatportlandregion.org\/?page_id=24452"},"modified":"2025-01-14T15:44:57","modified_gmt":"2025-01-14T23:44:57","slug":"stock-mutual-funds","status":"publish","type":"page","link":"https:\/\/habitatportlandregion.org\/donate\/individual\/stock-mutual-funds\/","title":{"rendered":"Stock &#038; Mutual Funds"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">Even if your stocks have lost value since you purchased them, you can receive tremendous tax advantages. The key is in how you give the securities! Consult with your financial advisor and consider the following tips.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"stocks-learn-more\"><strong>The Smart Way to Donate Depreciated Stock<\/strong><\/h2>\n\n\n\n<p>For stocks that have lost value (depreciated) the key is to sell them first and then give the cash proceeds to Habitat for Humanity Portland&nbsp;Region. You are likely to qualify to benefit tax-wise in two ways \u2013 you can take both the loss deduction and the charitable deduction.&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The Smart Way to Donate Appreciated Stock<\/strong><\/h2>\n\n\n\n<p>For stocks that have increased in value (appreciated), the key to receiving tax savings is to donate the shares directly to Habitat for Humanity Portland&nbsp;Region. You receive a double tax benefit by:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Avoiding capital gains on the profit you\u2019ve gained, and&nbsp;<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Receiving a full tax deduction for the fair market value of your gift.&nbsp;<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Making a stock gift is easy!<\/strong><\/h3>\n\n\n\n<p>Thank you for considering the donation of stock. To expedite the processing of your gift, we suggest that you contact us with information about the type of stock and number of shares, as well as any special considerations you may have.&nbsp;<\/p>\n\n\n\n<p><strong>Please direct information about your gift and any other questions to Marci Bifone at 971-358-3848 or\u00a0<a href=\"mailto:marci.bifone@habitatportlandregion.org\">marci.bifone@habitatportlandregion.org<\/a>.<\/strong>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Even if your stocks have lost value since you purchased them, you can receive tremendous tax advantages. The key is in how you give the securities! Consult with your financial advisor and consider the following tips.&nbsp; The Smart Way to Donate Depreciated Stock For stocks that have lost value (depreciated) the key is to sell [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34012,"parent":24454,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/page_hero.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-24452","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Stock &amp; Mutual Funds - Habitat Portland Region<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/habitatportlandregion.org\/donate\/individual\/stock-mutual-funds\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stock &amp; Mutual Funds - Habitat Portland Region\" \/>\n<meta property=\"og:description\" content=\"Even if your stocks have lost value since you purchased them, you can receive tremendous tax advantages. 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