Making a gift to Habitat for Humanity in the form of appreciated stock allows you to have an immediate impact on our local affordable housing work while also possibly paying less in income taxes.
Step One: Donate stock
Please have your account advisor contact Andrew Kieffer of WNB Financial Advisors at (507) 454-9210 or andrew.kieffer@ceterais.com.
Step Two: Let us know
When your gift of stock is transferred to our account we may not receive all of the information that identifies you as the donor. We want to be sure that your gift is properly received and acknowledged, so please email finance@habitatwinona.org or call (507) 457-0003 either before or after donating securities and share the following information about your gift:
Name of the stock
Number of shares
Your name and address
Thank you so much for helping us build a world where everyone has a decent place to live.
