Gifts of Stock

By making a gift of stock or mutual fund share to St. Croix Valley Habitat, you will receive some attractive benefits:

  • Relief from capital gains taxes
  • A charitable income tax deduction
  • The satisfaction of knowing that you are helping hard-working families find safe, affordable housing

The fastest and easiest way to make a gift of stock is to have your broker perform an electronic transfer. Contact our broker to initiate a gift of stock:

National Financial Services, Thrivent Investment Rep John Levi: 715-425-2056
DTC Number: 0226
Account Number: TY9-138810
Federal Tax ID: 39-1857467

When you make a gift of securities, or for more information about this process, contact our administrative office at 715-425-5623.