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stocks or bonds

Donating stock, especially if it has appreciated in value, can have significant tax advantages. It can allow you to avoid paying capital gains tax that would be due if you sold the stock yourself, and you may also receive a tax deduction for the full market value of the stock at the time of the donation.

how it works

Steps for Making a Stock Donation to Home Again L.A.:

  1. Gather Information: You'll need the specific details that Home Again L.A. has provided:​

    • Morgan Stanley LLC

    • DTC Clearing Number 0015

    • For the benefit of: Home Again Los Angeles

    • Account Number: 255-147788

  2. Notify Your Broker: Contact your brokerage firm and provide them with the information above. They will need these details to transfer the shares to Home Again L.A.'s account at Charles Schwab.

  3. Initiate the Transfer: Follow your broker's procedure to move the stock from your account to Home Again L.A.'s account. You may need to fill out a Transfer Request form or complete the process online, depending on your brokerage.

  4. Send Confirmation: After you've initiated the stock transfer, send an email to with details of the transaction. This step is crucial for record-keeping and ensures that Home Again L.A. can match the incoming stock donation to you as the donor.

  5. Receive Tax Acknowledgment: Once Home Again L.A. has received and processed the stock donation, they will issue you a tax acknowledgment receipt. This document is important for your tax records, as it substantiates your charitable donation and the value of your gift for tax purposes.

  6. Contact for Assistance: If you have any questions or need assistance during the process, you can reach out to Home Again L.A. leadership at 818.562.7778.

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