Stock, Retirement, and DAF Donations

Support Cape Fear Habitat Through Diverse Donations

Habitat for Humanity gratefully accepts a variety of donations beyond traditional cash gifts. Consider contributing:

  • Stocks
  • Bonds
  • Annuities
  • Real Estate
  • Life Insurance
  • Retirement Accounts
  • Donor Advised Funds

Each option offers unique benefits and may save you at tax time, all while making a significant impact on our community’s mission to provide safe and affordable housing.

Contribute

CONTRIBUTE THROUGH YOUR IRA

Donating from your retirement account can reduce your taxable income and lower your tax bracket. It may even count towards your Required Minimum Distribution (RMD) for the year. Whether it’s transferring appreciated securities or designating Cape Fear Habitat for Humanity as a beneficiary, your gift will create lasting change in our community.

ANNUITIES

Contributing annuities will provide a stable source of funding for our services. Whether you have immediate or deferred annuities, your donation helps secure affordable housing for families in need and can offer you tax benefits and potential income during your retirement.

LIFE INSURANCE

Naming Cape Fear Habitat for Humanity as a beneficiary of your life insurance policy is a meaningful way to support our work. Your donation will create a lasting legacy, ensuring that your commitment to affordable housing continues for years to come.

DONOR ADVISED FUNDS

A DAF is a charitable account that allows you to give money to charities over time in a variety of ways, and can lead to a tax deduction. Think of it as a charitable investment account that allows you to support the organization of your choice.

BONDS

By donating bonds, you will help us build homes and stronger communities. Similar to stock donations, giving bonds can offer tax advantages while providing key support for Habitat projects.

STOCKS

Donating appreciated stocks allows you to avoid capital gains tax while receiving a charitable deduction for the current market value. This type of gift not only supports our mission but may also provide significant tax benefits for you. Giving a gift of publicly-traded stock may provide greater tax benefits than giving cash. You will receive a charitable deduction for the fair market value of the stock and you incur no capital gains tax subject to IRS deduction limits. The process is simple. Your financial advisor or broker can assist you in making a gift of stock via a direct transfer with the following information:

Wells Fargo Advisors
Attn: Reid Murchison
DTC #: 0141
Account #: 2019-2153
Account Title: Cape Fear Habitat For Humanity
Contact Information: (910) 239-0111

Questions? Call Wells Fargo using the numbers above and ask for Jennifer Edwards. Questions for Cape Fear Habitat? Contact Us: (910) 762-4744 ext. 102 or development@capefearhabitat.org

Every Contribution Strengthens the Cape Fear Region

Do you have questions or would you like to discuss your contribution to Cape Fear Habitat? We are available to talk with you.

Email us or call (910) 762-4744 ext. 102 today.