Gifts of appreciated stocks or mutual funds help BHCHP while minimizing your personal tax liability. Tax benefits may include avoiding capital gains tax on the appreciated portion of the donated security and/or a charitable deduction for the full value of the gift. Giving stock or other securities, such as bonds or mutual funds, is simple to do via electronic transfer.
Giving Stocks through Electronic Transfer
To arrange an electronic transfer of stocks or mutual funds to BHCHP, you or your stock broker can transfer to:
Boston Health Care for the Homeless Program, Inc.
Reserve Account: 7331-5903
Delivering to DTC Clearing 0164, Code 40
Giving Stocks through Wire Transfer
To arrange a wire transfer of stocks or mutual funds to BHCHP, you or your stock broker can wire to:
Citibank NA, 111 Wall Street, New York, NY 10005
ABA # 021000089
FBO: Charles Schwab & Co., Inc. A/C #: 40553953
For Further Credit to Schwab Client Account #:7331-5903
Boston Health Care for the Homeless Program Inc.
For assistance, please contact:
Charles Schwab Alliance Team at 800-515-2157
*Please note: Electronic and wire transfers are typically made without identifying the donor. To notify BHCHP of your gift, or for questions or additional information, please contact Linda O’Connor, Director of Development, at 857-654-1050 or firstname.lastname@example.org to help us identify and properly credit your gift when the transfer is made.
Boston Health Care for the Homeless Program is a 501(c)3 non-profit organization.