Making a Stock Transfer Gift

BENEFITS OF MAKING A 401(k) or STOCK TRANSFER CONTRIBUTION

Most people think of cash when they consider a charitable contribution, but a gift of 401(k) or securities, particularly for those 69-1/2 and older, may be a wiser choice. By contributing appreciated securities through the Hebron House, you make a powerful community contribution while potentially gaining valuable tax advantages.

 

Please refer to your tax advisor to see if you qualify for tax advantages or if you are interested in leaving a stock for the Hebron House, please contact our Executive Director, AJ Simms at 262-549-8722 or ajsimms@hebronhouse.org.