Donating appreciated stock is one of the easiest ways to give more to causes you care about.
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Donating publicly traded stocks, bonds, ETFs or mutual funds is a simple way to support NAMI Clackamas County. Securities may be electronically transferred to the NAMI Clackamas County LPL account; they are sold, and the donor receives a tax deduction for the Fair Market Value of the donation.
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DTC code: 0075
Account number: XXXX-XXXX (Contact us for account number)
Account name: NAMI Clackamas
Receiving institution: LPL Financial, LLC**
Contact: Gary Marschke at Gary@namicc.org 503-344-5050
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**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.