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Gifts

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.

  1. Request a transfer form from Rose Cyphert at rcyphert@legacyfdn.org.
  2. Send the form to your wealth advisor to complete.
  3. 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 csaxton@legacyfdn.org to discuss making a gift.