Give Gifts of Stock or Other Securities

Donating stock or other appreciated securities to the Lupus Foundation of America, Greater Ohio Chapter has three important benefits for you:

  •     For most gifts, the charitable deduction is the fair market value of the securities at the time of transfer.
  •     You avoid capital gains taxes.
  •     You pay no brokerage fees or sales commissions.

It is easy to make a gift to the Lupus Foundation of America, Greater Ohio Chapter, using appreciated securities.

    Notify your broker in writing that you wish to make a gift of securities to the Lupus Foundation of America, Greater Ohio Chapter, Inc.
    Instruct your broker to contact the Lupus Foundation of America, Greater Ohio Chapter's Executive Director at 1 (888) 665-8787 or Suzanne@lupusgreaterohio.org for instructions on how to complete the transfer. The LFA, GOC can provide a sample letter for this purpose.
    Once your broker has notified us that the securities have been transferred, the LFA GOC will mail a receipt to you.
    Retain this receipt for tax purposes.

Donors may claim an income tax deduction for the full market value of the securities up to a limit of 30% of adjusted gross income. You may carry any excess forward for an additional five years.