Gifts of Stock

Thank you for your interest in supporting Greater Cleveland Habitat for Humanity with a gift of stock. To help you facilitate a stock gift, please use the following three simple steps.

Step 1: Initiate the Stock Transfer

Securities can be gifted to Greater Cleveland Habitat for Humanity in two ways: either via electronic transfer (in which your broker transfers shares using Habitat’s DTC number) or by physically mailing the paper certificates to Cleveland Habitat. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.

Step 2: Send the Securities to Greater Cleveland Habitat for Humanity

  • If Sending Electronically:  
    • Brokerage Firm Name: Fidelity Investments  
    • Brokerage Firm Address: Attn: TOA Deliveries, P.O. Box 770001, Mail Zone KC1B, Cincinnati, OH 45277-0033   
    • Brokerage Phone Number: 866.755.6372, option 3 (for broker use only) 
    • DTC Number: 0226  Account Owner: Greater Cleveland Habitat for Humanity, Inc.
    • ACCT Number: Z40351323  
       
  • If Sending by Registered Mail: Mail your UNENDORSED certificate(s) with a Stock Power Form, and a Stock Waiver Form in separate envelopes, by registered mail, to:
    • Greater Cleveland Habitat for Humanity
      Attn: Development Office
      2110 W 110th St.
      Cleveland, OH 44102

NOTE: Certificates already registered in the name of Greater Cleveland Habitat for Humanity do not require either the stock waiver or stock power for the execution of the transfer.

Step 3: Notify Cleveland Habitat by Filling Out the Form Below

About Donor:
First Name *
Last Name *
Country
Address Line 1 *
City *
State/Province *
Postal Code *
Does donor wish to be anonymous?
About Transferring Broker:
First Name *
Last Name *
Country
Address Line 1 *
City *
State/Province *
Postal Code *

 

Each time a gift of stock is donated, regardless of the method chosen to deliver a gift of stock, information about the gift for audit and acknowledgment purposes is needed. Fields with an asterisk are required.

If sending a letter or an e-mail is preferred, the following is needed at the time of transfer:

  • Donor’s full name and complete address
  • Name and number of securities transferred
  • Date of the transfer
  • Send to:
    Greater Cleveland Habitat for Humanity
    Attn: Peggy Sobul
    2110 W. 110th Street
    Cleveland, OH 44102

    E-mail: psobul@clevelandhabitat.org
    Phone: 216.278.7099 Fax: 216.429.3629