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For trustees and advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts. Our gift planners are well-trained and skilled in the application of all vehicles used in strategic philanthropy. You are welcome to call any time to discuss your client’s intentions.
Please use our legacy website as you help your clients with their charitable plans, and feel free to contact us at christy@hfhcc.org or 610-384-7993 ext 119 with any questions.
Tools for Professional Advisors
Legal Name: Habitat for Humanity of Chester County
Tax ID Number: 23-2549743
Incorporated in: Coatesville, PA
You can use these easy-to-follow instructions for transferring gifts of stock.
Partner with us
We understand that gifts to charities such as Habitat for Humanity can be an important part of your clients’ overall financial and estate plans. That is why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff all working together to arrange the best gift possible.
I'm here to help!
For more information on Planned Giving, contact Christy Kane at christy@hfhcc.org or 610-384-7993 ext 119.
We advise you to consult with your tax advisor and lawyer to determine which planned gift strategy is best for you. If you need help navigating your finance options, we recommend the following brokerage firm:
Cetera Investment Services LLC Attn: Account Transfer Department
400 1st Street South Suite 300
St. Cloud, MN 56301
320-656-4300, x64682
The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.
Habitat for Humanity | Tax ID: #23-2549743 | Privacy Policy