Make a gift of stock to The Heartland Institute

A gift of appreciated stock is a wonderful way to combat climate alarmism and protect individual liberty and freedom. By donating appreciated stock, you can

• Deduct the full value of the stock when you file your taxes
• Avoid capital gains tax
• Reduce your tax burden and support the values of freedom and limited government

To give appreciated stock to The Heartland Institute, just follow these simple steps:

1. Call or email Wanda Davis and tell her the type and number of shares you plan to donate to The Heartland Institute. This enables us to identify who donated the stock and provide proper recognition and receipts for tax purposes.

Wanda Davis, Director of Administration
Telephone: 312/377-4000
Email: [email protected]

2. Contact your broker and electronically transfer the stock from your account to Heartland’s account with LPL Financial. Your broker will need the following information:

Bank Name: LPL Financial LLC
DTC Number: 0075
Account Name: The Heartland Institute
Account #: 28763680
Point of Contact for your Broker: Douglas Glick, Total Clarity Wealth Management: (630) 762-9352

Your gift to Heartland will dispel the lies of climate alarmism, get socialist ideology out of our schools, and bring the power of the free-market to health care, education, and more. Thank you!