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The Gift of Stock

How to Donate Stock to The Heartland Institute

Instructions for transfer of securities via Depository Trust Company (DTC)

Capital gains tax is totally avoided when you give appreciated stock to The Heartland Institute, making this an attractive way to support us. To donate stock please take the following steps:

1. First, notify The Heartland Institute of the stock you plan to donate, so we can assure proper receipt of your contribution in our account held at Pershing LLC. Please contact Gwendalyn Carver by phone, email, or mail:

Gwendalyn Carver
Director of Development
The Heartland Institute
3939 North Wilke Road
Arlington Heights, IL 60004
Telephone: 312/377-4000
Email: gcarver@heartland.org

2. Second, contact Gwendalyn Carver by phone, email, to receive detailed instruction on how to transfer the stock shares you’ve identified as a charitable gift for The Heartland Institute. 

3. Any additional questions your broker may have regarding delivery should be directed to Janis S. Sleeter, Cetera Advisor Networks, LLC (630) 368-6160.

IRS Circular 230 Notice: The Heartland Institute cannot provide donors with tax, legal or financial advice in connection with gift and planning matters. Please consult with your advisors before proceeding with a contribution.

Development Team

Gwendalyn Carver
Director of Development
gcarver@heartland.org 

Wanda L. Davis
Executive Assistant to the President

Aaron D. Stover
Director of Development - Eastern Region
astover@heartland.org