Stocks & Donor-Advised Funds

Supporting Habitat for Humanity of Kosciusko County doesn’t always require writing a check. Donating appreciated stocks, mutual funds, or gifts through a donor-advised fund (DAF) allows you to make a meaningful impact while supporting your overall charitable giving strategy.

These giving options can help you maximize your contribution to affordable housing in Kosciusko County while creating potential tax advantages. Every gift helps local families build strength, stability, and self-reliance through safe, affordable homeownership.

Many donors choose non-cash gifts because they offer flexibility and may provide greater financial benefits than donating cash alone. If you’ve held appreciated investments for more than one year, you may qualify for tax advantages while making a larger charitable impact.

When you donate through a DAF, you can recommend a grant to Habitat for Humanity of Kosciusko County whenever it aligns with your philanthropic goals.

Because every financial situation differs, you should consult your financial advisor or tax professional before making a charitable gift.

Many donors find that giving appreciated assets allows them to increase their impact without affecting their everyday cash flow.

Donating appreciated investments may allow you to:

The easiest way to make your investment gift is by using the secure transfer tool above. You or your financial advisor can complete the form to begin the process.

Once it’s submitted, you’ll receive the transfer instructions needed to complete your gift, and Habitat for Humanity of Kosciusko County will be notified of your pledged contribution.

If you prefer, you can also contact our team by phone or email, and we’ll be happy to guide you through the process manually. However, using the tool above is the fastest and simplest option.