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 or via email at kmcgraw@clearbrook.org. The facsimile number is 847-385-7272.
Thank you for your support of our organization.
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