SAVE Taxes, Donate Stock or Assets

Making a gift of stock is simple and can offer the financial benefit of no capital gains on appreciated stock. This means you can have a bigger impact than if you sold it and chose to give cash. The full value of the stock is tax deductible.

It's easy to donate stock!

Your broker or financial advisor will assist you in electronically transferring your gift of stock and will require the following information from you to execute your charitable gift.

Broker: Ameriprise
Consultant: Stacie
Contact Number: 563.556.7132

Please inform Clarity Clinic to ensure you receive a proper receipt for your gift. Contact Barb at Barb.Block@ClarityClinic.com or call 563.556.5250 ext. 104 with the following information:

  1. Name of Stock
  2. Date of Transfer
  3. Number of shares

For tax purposes, your broker should also provide you with the fair market value of your stock on the date of transfer.