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Stocks & Securities

Invest in Families. Transform Lives.

A gift of appreciated stocks or securities is one of the most tax-efficient ways to support Hamilton Families while creating lasting impact for families experiencing homelessness.

Whether you've experienced a recent increase in the value of your investments or are planning your charitable giving for the year, donating appreciated securities may allow you to maximize both your philanthropic impact and potential tax benefits. Your generosity helps provide safe shelter, stable housing, and the comprehensive support families need to thrive.

Why Give Appreciated Stock?

Donating appreciated securities can be a smart way to support the causes you care about.

Depending on your individual circumstances, a gift of stock may allow you to:

Maximize the impact of your charitable giving
Potentially avoid capital gains taxes on appreciated securities
Receive a charitable income tax deduction for the fair market value of eligible assets
Support families today while making the most of your investments

Please consult your financial or tax advisor to determine the benefits available to you.

How to Donate Stock

Making a gift of stock is simple.

Step 1

Contact our Development Team to request Hamilton Families' brokerage transfer instructions.

Step 2

Work with your financial advisor or brokerage firm to initiate the transfer of your securities.

Step 3

Notify us when you've initiated your transfer so we can properly acknowledge your gift and ensure it is designated according to your wishes.

Brokerage Information

To protect your financial information, Hamilton Families provides brokerage transfer instructions directly to donors and their advisors.

Please contact:

Development Team

Email: development@hamiltonfamilies.org

Phone: (415) 340-6027

Your Investment Creates Lasting Change

When you donate appreciated stock, you're investing in something even more valuable: the future of families.

Your gift helps provide:

Emergency shelter for families facing homelessness
Rapid Re-Housing and rental assistance
Homelessness prevention services
Educational and wellness programs for children
Housing navigation and long-term stability services

Every contribution helps parents regain stability, children remain connected to school, and families build brighter futures together.

Frequently Asked Questions

What types of securities can I donate?

Hamilton Families accepts gifts of publicly traded stocks and many other marketable securities. Please contact us to discuss your specific gift.

Can my financial advisor coordinate my gift?

Absolutely. We are happy to work directly with you or your financial advisor to ensure a smooth transfer.

How will my gift be used?

Unless otherwise designated, gifts support Hamilton Families' mission to end family homelessness by providing flexible funding where it is needed most.

Questions?

Our Development Team is here to help make your stock gift as simple and seamless as possible.

Whether you're donating independently or through your financial advisor, we're happy to guide you through the process.