Donating appreciated stock, bonds, or other securities is a meaningful way to support NF Midwest and may offer tax advantages. Donors may be able to deduct the fair market value of long‑term appreciated securities while avoiding capital gains tax on the sale of those assets.

Another option is a Transfer on Death (TOD) designation. By naming NF Midwest as a beneficiary on your brokerage or investment account, assets may be transferred to support our mission after your lifetime. State laws govern TOD accounts, so we encourage you to consult with your financial advisor or bank representative if you are considering this option.

To help us ensure your gift is properly credited and acknowledged, please notify NF Midwest when a stock gift is being transferred. Securities received without identifying information may delay issuance of a tax‑deductible receipt. When emailing info@nfmidwest.org, please include:

  • Purpose of the gift and any special instructions
  • Donor Name
  • Name of the security and ticker symbol
  • Number of shares being donated
  • Donor mailing address for tax receipt

Why Give Stock?

Choosing to donate stock can be a smart and simple way to increase your support for our mission.

Enjoy Tax Benefits

When you donate long-term appreciated stock, you can generally avoid paying capital gains tax. You may also be able to deduct the full fair market value of the stock on your tax returns.

Maximize Your Impact

Because you’re avoiding capital gains tax, your gift can be up to 20% larger than if you sold the stock and then donated the cash. This means more support for our vital programs and services.

How to Donate Stock

Giving stock is a straightforward process. You can typically initiate the transfer electronically through your broker. Please use the following information for your transfer:

For transfer instructions and brokerage details, please contact:

Diana Haberkamp

Executive DirectorDiana@nfmidwest.org(630) 945-3562 Ext. 1

To ensure we can properly acknowledge your generous gift, please let us know when you have initiated a transfer. You can inform us by getting in touch through our Contact Us page.

NF Midwest is a 501(c)(3) organization, and all donations are tax-deductible to the fullest extent of the law. Please consult with your financial advisor or tax professional for advice tailored to your specific situation.