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Why Donate Stock?
Giving a gift of stock is one of the most advantageous ways to help DC’s at-risk children, as it offers many financial benefits as well as flexibility.
Flexible: You can donate stock, mutual funds, and bonds.
Lower Taxes: You can deduct the total current value of your donated securities.
No Capital Gain Taxes: Instead of selling stocks that have appreciated and donating the proceeds, donate the stock to the Children’s Law Center and pay no Capital Gains Tax on the appreciation.
Instructions for Donating Stock, Bonds, or Mutual Funds
Important: Please complete both steps.
1. Transfer Securities
If you possess the physical certificates or if the shares are held in your brokerage account, please contact our broker directly for transfer instructions.
CLC Broker: (to get information on valuation and receipt of stock donation)
Jamie Thornberry
Investment Associate
Smith Barney, a division of Citigroup Global Markets, Inc.
(202) 862-2813
jamie.thornberry@smithbarney.com
Account Name:
Account: #376-14609-18 225
DTC: #0418
Make sure your broker includes your name and contact information in the text comment field of the DTC transfer screen.
2. Notify CLC of your stock gift. Your contact information may not transmit with the transferred securities, so it is important that you provide us with the your name and contact information.
If you have any questions, or if you prefer to provide this information by email, mail or phone, please contact us at:
Children’s Law Center
Attn: Development
616 H Street, NW
Suite 300
Washington, DC 20001
outreach@childrenslawcenter.org
202.467.4900 x571
I will never forget my clients … in fact, I still have their picture on the wall in my office, because it really helps me to put into perspective my work and the work of the Children’s Law Center.
-Carmen G. McLean
Associate, Jones Day
Member, CLC Board of Directors
CLC Pro Bono attorney
