Making a Gift by Stock?
For donors who wish to make a stock gift transfer to Cascadia Behavioral Healthcare you can do so by contacting your broker today to order shares of stock to be transferred as a charitable contribution.
Your gift will provide immediate charitable support of Cascadia Behavioral Healthcare while directly saving you any capital gains tax on appreciated stocks.
APPRECIATED STOCK: In order to retain the tax benefits for yourself, do NOT sell appreciated shares of stock. Transfer the stock through a broker as a charitable gift to Cascadia Behavioral Healthcare.
DEPRECIATED STOCK: If your stock has decreased in value from your original purchase/cost, consider selling the stock first and then donate the cash to support Cascadia Behavioral Healthcare. This will allow you to take a capital loss deduction on your income tax and a charitable deduction for the full amount of your donation.
Making a stock gift transfer or a transfer of stock certificates through your broker:
Provide your broker the following information:
- Prepare a letter with directions to your broker or call your broker today to initiate your gift to Cascadia.
- Notify Cascadia’s Philanthropy Office of your plans to make a gift of stock by calling Deniz Conger at 503-963-7799.
- Provide the account and stock transfer details to your broker.
Cascadia Behavioral Healthcare’s Brokerage Firm is KeyBank National Association
Account Name: Cascadia Behavioral Healthcare
Tax Exemption ID: 93-0770054
Account Number: 0183374
DTC Number: 2205
KeyBank National Association
Attn: Agnes Marountas NonProfit Services, OH-01-10-0932
100 Public Square, Suite 600
Cleveland, OH 44113
Deniz Conger, 503.963.7799 or firstname.lastname@example.org