More Ways to Give

Donations

Stocks or Bonds

By gifting appreciated securities that you have held for over a year, you are able to take a tax deduction for the full market value of the appreciated stock, bonds or other kinds of securities without an obligation to pay capital gains taxes.

Here is the key information you will need to make a transfer:

Brokerage Firm: Schwab
DTC Number: 0164, Code 40
FBO Headwaters Foundation for Justice
Account Number:  5519-0480

Headwaters Tax ID Number: 36-3359386

Important: Gifts of stocks/bonds are commonly transferred without identifying information with regard to the donor.  If you wish your gift to be acknowledged, please notify Headwaters of this or any subsequent gifts of stocks or bonds to ensure that your gift is properly identified and receipted for tax purposes. Please contact, Operations Director, Julie Remmelts by calling 612.400.6260 or email, julie@headwatersfoundation.org.