Donate Stocks or Bonds

Invest in Better Futures with Your Investments

Donating stocks allows many of our donors to make the most of their charitable dollars and increase the impact of each donation.

  • If your publicly traded stock has increased in value and you have owned it for more than one year, a donation of stock may provide better tax benefits than giving cash.
  • The amount you can claim as a charitable income tax deduction is equal to the fair market value of the stock. Thus, you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock.
  • Brokerage fees may be lower because you are transferring ownership rather than selling the stock.
woman, volunteer, laughing

Essential Information

If you would like to make a donation of stock to HabiJax, please note the following:

  • EIN / Tax ID Number: 59-2880071
  • Brokerage: Fidelity
  • Account Name: Habitat for Humanity of Jacksonville
  • Account Number: X90-858914
  • DTC Number: 0226
  • Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)
  • Brokerage Address:
    Fidelity Investments
    Attn: TOA Receives
    PO Box 770001
    Cincinnati, OH 45277-0036

Let Us Know

Donor information is not always fully communicated through the brokerage. It’s important to let us know of your donation. Please contact us with the following:

  • Your name
  • The name of stock being transferred
  • The number of shares being transferred
  • When the transfer has taken place
  • Any areas to which your donation should be directed

Please contact Chris Folds, Chief Community Partnerships Officer at or (904) 208-6651.

You should always discuss tax benefits with your tax advisor.

Give with Confidence

Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. They also track accountability and transparency policies to ensure the good governance and integrity of the organization. HabiJax maintains a 4-Star “Exceptional” rating from Charity Navigator.

Four-Star Rating Badge - Full Color

Donor Privacy

We DO NOT sell or share our mailing list.

Federal Tax ID Number:


Federated Campaigns:

United Way Donor Choice No: 91968