Tax Smart Giving

1. Inform Your Broker: Contact your broker to initiate the transfer of stock to CEL. Provide them with the following information: Brokerage Firm: RW Baird
   Contact: Terri Geiss, [email protected] or (312)609-5462
   DTC Number: 0547
   Account Number: 70242522
   Account Name: CEL
2. Notify Us: Once you have initiated the transfer, please notify our Development Director Lisette Zaid us at [email protected] with the details of your gift. This helps us ensure your donation is processed accurately and promptly.

You can also download the attached form to fill out and submit to your broker.

Contact Your IRA Administrator: Reach out to your IRA administrator to request a QCD to CEL. They will provide the necessary forms and instructions.

Provide Our Information: You will need to provide the following details to your IRA administrator:

• Organization Name: Center for Enriched Living
• Address: 280 Saunders Road Riverwoods, Illinois 60015
• Tax ID Number: 36-3339009

Specify the Amount: Indicate the amount you would like to donate. Remember, the total amount of QCDs in a year cannot exceed $100,000 per individual.
Send the Funds Directly: Ensure the funds are transferred directly from your IRA to CEL to qualify as a QCD.

Notify Us: Let us know about your generous contribution so we can properly acknowledge your gift and ensure it is used according to your wishes. You can contact [email protected]. Please note that IRA Administrators often do not provide us with donor information.

By choosing tax-smart giving methods, you not only benefit from potential tax savings but also make a profound impact on the lives of people with developmental disabilities. Your support helps CEL continue its mission to provide essential services, promote independence, and create a community where everyone feels valued and supported.