Securities and Stock

Are you ready to donate stock to Homeless Solutions?

Are you interested in making a charitable gift to the Homeless Solutions that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.

A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to the Homeless Solutions, by eliminating the capital gains tax that would be due upon selling the stock, you receive tangible tax-savings and benefits while also supporting our Hand Up not a HandOut philosophy.

Your gift of appreciated stock to the Homeless Solutions helps ensure that our neighbors get the help they need to regain self-sustainability.

Step 1.

Fill out the form below

Name

First Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

I would like this gift to be anonymous.(Required)

Yes

Date of transfer(Required)

Number of Shares(Required)

Ticker Symbol(Required)

Name of Security(Required)

What is the name of your broker?

What firm is the broker with?

Broker/Firm Phone Number

Notes

Step 2.

Ask your broker to contact:

Polina Novozhilova
Client Relationship Specialist
Tel (973) 359-2784 | Fax (973) 359-2782
Tel (800) 435-4000

Bank: Charles Schwab, 20 North Park Place, Morristown, NJ 07960
Account Name: Homeless Solutions, Inc.
Account Address: 3 Wing Drive STE 245, Cedar Knolls, NJ 07927-1018
Account Number: 79581465
Routing Number: 121202211
DTC Clearing Number: 0164, Code 40