Gifts of Stock & Securities: Turn your investments into an investment in local children and families.
Giving appreciated stocks or other publicly traded securities can be a meaningful and tax-efficient way to support Youth Services and help ensure children and families in our community have access to the mental health care they need.
Why Give Stock?
When you donate appreciated publicly traded securities directly to Youth Services, you may be able to make a greater charitable impact while receiving valuable tax benefits.
Depending on your individual circumstances, donating appreciated securities may allow you to:
- Avoid capital gains taxes that may apply if you sold the securities yourself
- Qualify for a charitable deduction for the value of your gift
- Make a larger charitable contribution than you might otherwise make using cash
How to Make a Gift of Stock or Securities
Making a gift of publicly traded stock or securities is simple. Your financial advisor or brokerage firm can transfer the securities directly to Youth Services.
- Brokerage: Morgan Stanley
- DTC #: 0015
- Account Name: Youth Services of Glenview/Northbrook
- EIN: 36-3182275
- Account #: Contact Youth Services
When initiating your transfer, please also let us know:
- Your name and contact information
- The name of the stock or security being transferred
- The approximate number of shares
- Any special designation you would like associated with your gift
Providing this information helps us identify your gift and properly acknowledge your generosity, as stock transfers may arrive without the donor’s identifying information.
Your Investment Makes an Impact
Your generosity helps Youth Services provide mental health care, crisis support, therapeutic programming, and other essential services to children and families throughout Chicago’s northern suburbs.
By giving appreciated securities, you can turn an investment you’ve made over time into a life-long impact on the life of a child.
Together, we can help every child grow up happy, healthy, and hopeful. We're Here to Help
Our Development Team would be happy to provide transfer instructions or work with you and your financial advisor to facilitate your gift.
Youth Services does not provide legal, tax, or financial advice. Please consult your financial or tax advisor to determine how a gift of securities may apply to your individual circumstances.
