Pledge an Investment of Stocks to the Habitat “Framing the Future” Annuity Fund
With Habitat for Humanity of Greater Sacramento’s new brokerage account and “Framing the Future” Annuity Fund, donating stocks is easier than ever—and your contribution can have a lasting impact. By joining a community of like-minded philanthropists, your donation of stocks or cash will strengthen Habitat’s long-term financial stability while supporting the mission to build homes, communities, and hope.
Why Donate Stocks to Habitat?
Volunteer Jim Curtis shares his passion for giving:
“Donating stocks to the Framing the Future Fund allows me to make a meaningful, sustainable contribution to Habitat’s mission.”
How the “Framing the Future” Annuity Fund Works
Unlike other charities, Habitat holds donated stocks long-term, benefiting from yearly dividends and potential asset growth. This approach ensures your gift has both an immediate and enduring impact.
Here’s how the fund supports our mission:
- Investments Grow: All cash donations are invested in top-performing equities. Stocks may be reinvested into higher-performing portfolio assets.
- Strategic Use: Each year, up to 10% of the portfolio is used to address critical needs, with Habitat prioritizing lower-performing assets for sale.
- Transparent Reporting: Annual reports detail fund performance and impact, keeping donors informed.
By donating stocks, you not only save on capital gains taxes but also make a powerful investment in the future of affordable housing. It’s a win-win for you and the community.
Ready to Make an Impact?
Fill out the form below or contact Kimberly Coley at kcoley@habitatgreatersac.org or 916-440-1215 x 1108 to pledge your support.
Submit your pledge today and help us build a brighter, more sustainable future!