Stocks and Bonds
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 firstname.lastname@example.org.
- Send the form to your wealth advisor to complete.
- 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.
If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
Legacy Foundation Gift Acceptance Policy
To receive a copy of Legacy Foundation’s Gift Acceptance Policy, please email email@example.com or call 219-736-1880.