Gifts of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Lake Forest Open Lands Association. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!

Information for Electronic Stock Transfer to Lake Forest Open Lands Association
Account# NT2-015539
DTC# 0226
Tax ID# 36-6162709
Contact Persons Cesar Pena or Maria Niehaus
Broker Telephone (800)621-4482

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 Paula Clair at 847-234-3880 x16. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 847-234-3963. If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.

Copyright (c) 2014 The Sharpe Group, Inc.