Donate Stock to Disability Belongs
By donating stock to Disability Belongs, you help us eliminate barriers that hold people with disabilities back and redefine harmful narratives.
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:
- Disability Belongs 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 a call from Carnegie Investment Counsel, where an experienced financial advisor will walk you through the stock donation process.
- Once the organization receives your donation, you will receive a donation receipt.
*Carnegie Investment Counsel is headquartered in Cleveland, Ohio, with 8 offices around the country. Expect a call from the 216 area code.
Complete Form to Initiate Stock Donation Process
Donate Stock to Disability Belongs
It is easy to donate appreciated stocks with the support of 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.
©2024 Carnegie Investment Counsel.
Disclaimer: This content is for informational purposes only and does not constitute tax advice. To determine how these benefits apply to your specific situation, please consult with a qualified tax professional.
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.