Gifts in the form of incentive stock options or regular investment holdings allow the donor to deduct the full fair market value of the stock as a charitable contribution, while bypassing all capital gains taxes (to qualify you must own your stock for more than one year). Securities may be donated by transferring them directly into our Legacy Donor Foundation account.
Legacy Donor Foundation Brokerage Account Information:
Account Number: H5E052486
Our broker cannot obtain any of your account information. Your information is kept strictly confidential to protect your privacy. We do not receive any account information, but we do need the donor name and address in order to provide an acknowledgement letter for tax purposes. In addition, you may specify if the donor would like his or her gift to remain anonymous for publication purposes.
For transfer instructions, please contact us at: [email protected]