Make a gift of cash, stock, bonds, real estate, or other assets to Legacy Foundation. Most charitable gifts qualify for the maximum tax advantage under federal law.
Making a Gift of Stock
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Legacy Foundation.
- Request a transfer form from Rose Cyphert at email@example.com.
- Send the form to your wealth advisor to complete.
- Your wealth advisor will fax or email the form to Legacy Foundation’s investment manager, SEI.
To review your giving options, please call 219.736.1880 or email firstname.lastname@example.org to discuss making a gift.