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Donate Stock to BorderLight.

By donating appreciated securities to BorderLight, you help bring innovative theatre to Cleveland that inspires, builds cross-cultural understanding, and celebrates the diversity of the human experience.

What are the benefits of donating appreciated stocks?

Donating appreciated stocks that you have held for more than a year may provide benefits for BorderLight and for you, such as:

  • BorderLight can receive the full benefit of the appreciated stock's current market value.
  • You, as the donor, may be able to avoid capital gains taxes on the appreciation.
  • If you itemize deductions on your taxes, you may be able to write off the fair market value of the stock. 
  • The donation may help push you over the itemization threshold.
Note: This is not tax advice. To find out if your unique situation qualifies for these benefits, you should seek the advice of a qualified tax professional. 

Getting started is easy!

BorderLight has partnered with Carnegie Investment Counsel to make stock donations easy. 

1.) Fill out the form below to start the donation process. Don't worry - we will only contact you in response to this donation and will not spam you or sell your contact data. 


2.) Look for an email or call from Carnegie Investment Counsel. Their registered advisors will walk you through the donation process or can work with your financial advisor to facilitate the donation. You do not have to be a client of Carnegie Investment Counsel to make a donation of stock.


3.) You will get a receipt upon transfer of the stocks. 


4.) Our community will enjoy the wonder, excitement, and celebration of live performance because of you!

If you have any questions about BorderLight, please contact Dale Heinen at dale@borderlightcle.org

Complete This Form to Start the Stock Donation Process

Donate Stock to BorderLight

*Your name and contact information will not be sold or used in any capacity other than to facilitate this donation.

Questions? 

For questions, contact Dale Heinen at dale@borderlightcle.org.orderLight, please contact Dale Heinen at dale@borderlightcle.org

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Together, we can continue to bring innovative theatre to Cleveland.

 

Make a gift of appreciated stocks today!

©2023 Carnegie Investment Counsel.

Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. For a more detailed discussion about Carnegie’s investment advisory services and fees, please view our Form ADV and Form CRS by visiting: https://adviserinfo.sec.gov/firm/summary/150488.