Turn Your Stock Gains Into Something Amazing
For donors like you seeking to make a lasting difference, a gift of appreciated stock is a smart choice that not only supports our mission but also offers you tax benefits.
If you have securities or mutual funds that have increased in value and been held for more than one year, you may reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities.
Click HERE for an example on how this works.
Another Option: A Future Stock Gift
Not interested in giving up your stocks during your lifetime? That’s OK!
You can include your stocks as a gift in your will or living trust or designate us as a beneficiary of your investment account though an account designation. You have the flexibility to change your mind at any time, plus you can continue to receive dividends and participate in shareholder votes.
Join Us in Creating Lasting Change
At LifeSpire, we believe in the power of banding together to create lasting change. Whether you choose to give appreciated stock during your lifetime or include us in your estate plan, your support helps us continue our vital work.
Supporting our mission through a gift of securities is as easy as instructing your broker to transfer the shares. We are here to help. Simply contact Jodi Leonard, CFRE at (804) 521-9213 or [email protected] to see how this gift can be a win-win.