About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Make your gift over the phone, by mail or via a financial advisor
It’s simple to transfer stock or other appreciated securities to the Lupus Foundation of America. Contact your financial advisor or broker and provide them with the following information to electronically transfer the securities:
Stifel Nicolaus & Co.
Account Executive: Karin Mottus
Sr. Branch Operations Manager: Vicky Wilhelm
303 International Circle, Suite 590
Hunt Valley, Maryland 21030
Phone: (410) 527-1138
DTC #: 0793
Lupus Account #: 4038-7296
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Brittany St. Sauveur
Title :Assistant Director, Major Gifts and Individual Giving
Phone: 202-212-6762
Email: plannedgiving@lupus.org
Jamison F. Skala
Senior Vice President, Fundraising & Development
Phone: 202-809-7426
Email: plannedgiving@lupus.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.