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:

  1. Provide a letter with directions to your broker or call your broker today to initiate your gift to Cascadia.
  2. Notify Cascadia’s Philanthropy Office of your plans to make a gift of stock by contacting Lauren Macbeth at 503-963-7654 or
  3. Provide the account and stock transfer details to your broker.
Gift Acceptance Policy
Transfer Instructions

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, Director of Development: 503-963-7654 or