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|
|Broker Address||Mesirow Financial Investment Management, Inc.
610 Central Avenue, Suite 200
Highland Park, IL 60035
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 or via email at firstname.lastname@example.org. The facsimile number is 847-385-7272.
Thank you for your support of our organization.