Appreciated Securities

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 Senior Director of Finance, Carol Flores, at (646) 465-9110 or for instructions. Please tell your bank or broker not to proceed until speaking with Ms. Flores.

Securities Held by You

If you would like to donate stock certificates, which you have held for more than one year, please download and fill out this Stock Donation Form, and email or fax it to both LRF and RBC Wealth Management, to ensure that we can correctly identify your gift.

Mutual Fund Shares

Please contact our Senior Director of Finance, Carol Flores, at (646) 645-9110 with information about your mutual fund shares. The procedure for transferring shares is established by the mutual fund company, and Ms. Flores 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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