Gifts of Stock, Mutual Funds, or Wire Transfers

The dream of a safe, affordable home can become a reality for struggling families. A gift of stock to Mercy Housing ensures that families, seniors and people with special needs can live in hope for a better future. Gifts of appreciated stock allow donors to bypass capital gains taxes and receive a charitable tax deduction.

Please notify Mercy Housing of your intent to transfer stock by completing the Notification of Stock Transfer Form and email, fax, or mail it to:

Philanthropy
Mercy Housing, Inc.
1600 Broadway, Suite 2000
Denver, CO 80202

Email: gifts@mercyhousing.org
Fax: 303-830-3301
Phone: 303-830-3471

Please ask your broker or agent to transfer stocks, mutual funds, or ETFs to Mercy Housing using the following account at Fidelity Brokerage Services, LLC, and have them include the donor name in the transfer:

DTC# 0226
For Credit: Mercy Housing, Inc.
Account Z40-005151

Gifts of stock will be recorded on the day the stock is received in our brokerage account, at the median market value on that day. You will receive a written acknowledgement to confirm receipt of your gift.

Thank you for considering this important way to support Mercy Housing!

Download the Notification of Stock Transfer Form

For international donations or details on how to make a donation via wire transfer, please contact Connie Rule, SVP Philanthropy at 303-830-3347 or connie.rule@mercyhousing.org

Questions?

If you have any questions, please contact Debi Colias, National Director of Major Gifts at 303-830-3471 or debra.colias@mercyhousing.org. Before proceeding, you should also consult with your tax advisor to discuss your particular situation including the possible impact of your state’s tax laws.