Gift of Securities Instructions

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Clearbrook that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains taxes is not due on gain in the donated securities.

Information for Electronic Stock Transfer to Clearbrook
DTC# #0226 Mesirow Financial Inc.; Account # WMP-001674 Clearbrook
Tax ID# 36-2420176
Broker Address Mesirow Financial Investment Management, Inc.
Clint Fyffe
610 Central Avenue, Suite 200
Highland Park, IL 60035
Broker Telephone 847-681-2386

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Kelly McGraw, Vice President of Principal Gifts at 847-385-5014. You are encouraged to leave a voice message or e-mail message if no one answers. The facsimile number is 847-385-7272.

Thank you for your support of our organization.

 

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