Ways To Help


The Word:


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

Why LLS?

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

Questions? Contact us.

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