ReStore Phones:

Lexington ReStore: 1-540-464-4663

Buena Vista ReStore: 1-540-261-5042

Donation Pick-Up: 1-540-461-3118

Main Office Location

Main Office Phone: 1-540-463-3770

30 E. Preston Street

Lexington, VA 24450

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© 2019 by Rockbridge Area Habitat for Humanity

Gifts of Stocks and Bonds

Whether you are offsetting gains, ridding your portfolio of losses, or seeking to lower your taxable income for this year, stock donations may be the answer for you.  Check with your investment advisor, CPA, or accountant to learn how a securities donation to Rockbridge Area Habitat for Humanity may benefit you.

You may find this additional information helpful when making your gift of securities:

Legal Information

Legal Name and Address:

Rockbridge Area Habitat for Humanity
30 East Preston Street
Lexington, VA 24450

Tax ID Number: 54-1483949

Download a copy of Rockbridge Area Habitat for Humanity's 
501(c)(3) determination letter.

How to Make a Gift of Securities

The fastest and easiest way to make a stock gift is to have your broker perform an electronic transfer.  

Please complete our Gift of Securities Form.  Your broker will need the following information:

DTC #: Wells Fargo Advisors, LLC #0140
Account Name: Rockbridge Area Habitat for Humanity
Account #: 4309-7859
Brokerage: Wells Fargo Advisors, LLC, Lexington, VA

Important: Please be certain to notify us when you've made a gift of securities.

 

Development Officer
Rockbridge Area Habitat for Humanity
30 East Preston Street
Lexington, VA 24450
Office: (540) 463-3770
Fax: (540) 463-3158
Email:
office@rockbridgehabitat.org


This information is not intended as legal advice. For legal advice, please consult an attorney.  Figures cited in examples are for hypothetical purposes only and are subject to change.  References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.