Donate Stock

Did you know that you can donate your stocks that have appreciated in value to Clearbrook and not pay capital gains tax? In addition, gifts of appreciated securities held for over a year are generally deductible at market value. For stocks that have depreciated in value, it may make more sense to cash out first, before making a donation. Talk with your broker or tax accountant to determine which option is best for you.

To electronically send a gift of stock to Clearbrook, you will need the following information:

DTC#                                  #0226 Mesirow Financial Inc; Account #WMP-001674 Clearbrook

Tax ID#                               36-2420176

Broker Address Mesirow Financial Investment Management, Inc.
Clint Fyffe
610 Central Avenue, Suite 200
Highland Park, IL 60035
Broker Telephone 847-681-2386

If you are not sending electronically, please fax, email, mail or call us with the following information:

  • Your first and last name, full address, phone number and email address
  • The kind of stock you are donating
  • The number of shares (or approximate number) you are donating
  • The name and phone number of your broker

This information should be directed to:

Emma Hershey, Vice President of Finance
1835 W. Central Road
Arlington Heights, IL 60005
P: 847-385-5004
F: 847-870-9926

A letter of acknowledgement will be sent to you for tax-keeping purposes upon receipt of the cash proceeds from the sale of your stock.