Donating appreciated stock is one of the easiest ways to give more to causes you care about.

Hand dropping 'STOCKS' into NAMI Clackamas donation box

Donating publicly traded stocks, bonds, ETFs or mutual funds, either directly or through your Donor Advised Fund (DAF) is a simple way to support NAMI Clackamas. Securities may be electronically transferred to the NAMI Clackamas LPL account; they are sold, and the donor receives a tax deduction for the Fair Market Value of the donation. NOTE: donations from a DAF are tax deducted at the time the funds are contributed to the DAF.

DTC code: 0075

Tax ID # - 93-0967313
Account number: XXXX-XXXX (Contact us for account number)
Account name: NAMI Clackamas

Account Address: 10202 SE 32nd Ave., Milwaukie, OR 97222
Receiving institution: LPL Financial, LLC**

Contact: Gary Marschke at Gary@namicc.org 503-344-5050

**LPL Financial is a financial intermediary whose name might appear in any transactions. We are here to help guide you through the process and ensure your donation is as seamless as possible. -Thank you for your generosity and support! As always, we recommend that you consult your tax or financial professional for advice before making charitable donations.