Ways To Help

www.lls.org/waystohelp

The Word:

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Appreciated Stock

Donating appreciated investment assets (stocks, bonds and mutual funds) can be a taxwise way to give to The Leukemia & Lymphoma Society (LLS).

Here's how a stock donation works:

  • If you've owned an appreciated security for more than one year, you can deduct its current market value, regardless of your original cost.
  • You don't pay capital gains tax on the appreciated amount, so your gift of securities can cost you less than a comparable cash gift.
  • You can claim charitable contributions for gifts of appreciated assets of up to 30 percent of your adjusted gross income in any year.
  • If you can't use all of the deduction in one year, you can carry over the remainder for the next five years.

Stock Transfer Information

To make a gift of stock, you or your broker will need the following information:

LLS Federal Tax ID No.: 13-5644916

Broker: Wells Fargo Bank N.A. No.: 23360870

DVP Agent No.: 94866

DTC Account No.: 2027

Complete the form below when making your stock donation. When you or your broker transfers shares, notify LLS at (914) 821-8825 so we can identify your gift once received.

last updated on Monday, November 04, 2013
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Why LLS?

Your gift will be used to fund vital research and support our patient and community services.

Questions? Contact us.

Need Help?

Call:

888.HELP.LLS