Gifts from Donor-Advised Funds & Stock Portfolio

Giving via Donor-Advised Funds

A donor-advised fund (DAF) is a charitable investment account for the purpose of supporting charitable organizations you care about. When you contribute cash, securities, or other assets to a DAF at a public charity, you may be eligible to take an immediate tax dedication, making DAFs one of the easiest and most tax-advantageous ways to give to a charity.

If you have an established DAF, you may recommend a grant to Heading Home. Contact your fund representative or give via DAF Direct:

Giving Gifts of Stock

Giving stock or other securities, such as bonds or mutual funds, is easy to do via electronic transfer. You or your stock broker can transfer all DTC-eligible securities to:

Fidelity

DTC # 0226

Account Name: Heading Home Inc.

Account Number: 668163831

Fidelity Investments Address:

Fidelity Investments
Attn: TOA Receives
PO Box 770001
Cincinnati, OH 45277-0036

Schwab

DTC # 0164

Account Name: Heading Home Inc.

Account Number: 2507-5611

Once you have initiated a transfer, please reach out to development@headinghomeinc.org and provide the stock name, quantity, and cost basis, if possible.