View a list of funds to support
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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, Northern Trust.

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to Legacy Foundation, Inc.

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Legacy Foundation, Inc.