Investments

Stock, Securities and Mutual Funds

Many people choose to contribute to Beech Brook by transferring securities rather than making a direct contribution of cash. Through this method of giving:

• your contribution will have an immediate impact on children and families
• you will not pay any capital gains tax on your gift
• and you may be able to claim a Federal income tax deduction based on the full fair market value of the securities on the effective date of your gift.

Please notify the Development Office by phone at 216.831.2255 or email hlang@beechbrook.org before the transfer occurs. We will be happy to help you through each step of the process.