A gift of appreciated securities that you have held for more than one year is frequently the most economical way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income and will not have to recognize the appreciation as a capital gain. See below for information about how to give securities or mutual fund shares to LRF:
Securities Held by Your Bank or Broker
Please notify your bank or broker that you are making a gift of securities to the Lymphoma Research Foundation and instruct your bank or broker to contact our Chief Operating Officer, Lisa Vogel, at (212) 349-2799 or firstname.lastname@example.org for instructions. Please tell your bank or broker not to proceed until speaking with Ms. Vogel.
Securities Held by You
If you would like to donate stock certificates, which you have held for more than one year, please contact our COO, Lisa Vogel, at (212) 349-2799 or email email@example.com for instructions.
Mutual Fund Shares
Please contact our COO, Lisa Vogel, at (212) 349-2799 with information about your mutual fund shares. The procedure for transferring shares is established by the mutual fund company, and Ms. Vogel will be able to assist you with the appropriate letters of instruction.
This information is not intended to represent legal or tax advice or to substitute for such advice. We recommend that you consult your professional advisors when considering your charitable gift planning options.
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