Make a Stock Donation
Stock Gifts: Save Time & Avoid Capital Gains Taxes
It’s simple to transfer stock or other appreciated securities to the Lupus Foundation of America. Contact your financial advisor or broker and provide them with the following information to electronically transfer the securities:
Stifel Nicolaus & Co.
Account Executive: Karin Mottus
Sr. Branch Operations Manager: Vicky Wilhelm
303 International Circle, Suite 590
Hunt Valley, Maryland 21030
Phone: (410) 527-1138
DTC #: 0793
Lupus Account #: 4038-7296
For most gifts, you can avoid capital gains taxes, pay no brokerage fees or sales commissions and the charitable deduction is the fair market value of the securities at the time of transfer.
For assistance, contact us at 202.349.1153 or [email protected].