Make a Stock Gift
Consider donating to Cascadia through stock today! Contact your broker to talk about your options and order shares of stock to be transferred as a charitable contribution.
Your gift will provide immediate charitable support while directly saving you any capital gains tax on appreciated stocks.
APPRECIATED STOCK: To retain the tax benefits, do NOT sell appreciated shares of stock. Transfer the stock through a broker as a charitable gift to Cascadia.
DEPRECIATED STOCK: If your stock has decreased in value from your original purchase/cost, consider selling the stock first and then donate the cash. 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.
To make a stock gift transfer or a transfer of stock certificates through your broker, follow these three easy steps:
- Provide 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 contacting Lauren Macbeth at 503-963-7654 or lauren.macbeth@cascadiahealth.org.
- Provide the account and stock transfer details to your broker.
Cascadia Health’s Brokerage Firm is KeyBank National Association
Account Name: Cascadia Health
Tax Exemption ID: 93-0770054
Account Number: 0183374
DTC Number: 2205
Brokerage Firm:
KeyBank National Association
Attn: Agnes Marountas NonProfit Services, OH-01-10-0932
100 Public Square, Suite 600
Cleveland, OH 44113
Cascadia Contact:
Lauren Macbeth, Development Director: 503-963-7654 or lauren.macbeth@cascadiahealth.org