Stock Donations

Making a stock gift is easy! Simply use the brokerage information below.

Thank you for considering the donation of stock! For gifts of appreciated securities, please provide your broker with the following information to facilitate the transfer of shares:

  • Receiving Broker: Fidelity Investments
  • Account Name: Habitat for Humanity of Oregon
  • DTC Number: 0226
  • Account Number: 636-250183
  • Questions can be directed to Charlie Owen at M25 Advisors: 503-657-9069

Please remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer; otherwise, we will not know who the stock donation came from. To expedite the processing of your gift, please notify Habitat Oregon of the donor’s name, name of the stock, number of shares, and any special considerations so that your gift may be processed quickly and accurately.

Please direct information about your gift and any other questions to Megan Parrott at megan@habitatoregon.org or 503-206-5248