Donate Stock to RespectAbility
Donate appreciated stocks through Carnegie Investment Counsel, our financial advisors.
What are the benefits of donating appreciated stocks?
Donating appreciated stocks that you have held for more than a year may provide benefits for your charity and for you, such as:
- The qualified charitable organization of your choice 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.
How It Works
- Fill out the form below to start the donation process.
- Look for an email or call from Carnegie Investment Counsel, where an experienced financial advisor will walk you through the stock donation process.
- Once the organization receives your donation, a Carnegie representative will provide you with your donation receipt.
*Carnegie Investment Counsel is headquartered in Cleveland, Ohio, with 8 offices around the country. Expect a call from the 216 area code or an email ending in @carnegieinvest.com.
Complete Form to Initiate Stock Donation Process
Donate Stock to RespectAbility
It is easy to donate appreciated stocks with the support of our financial advisor Carnegie Investment Counsel.
Contact Carnegie with any questions at ccarey@carnegieinvest.com or 800-321-2322.
To learn more about Carnegie Investment Counsel, visit www.carnegieinvest.com.
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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.