
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, 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.
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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
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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.