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Planned Giving

Bequests, charitable trusts, and other planned gifts are a wonderful way to provide a future gift to LHUCA. We are happy to work with you to explore your planned giving options.

Donate Stock to LHUCA

Giving a gift of publicly traded stock is an extremely easy and excellent way to provide LHUCA a donation with true lasting value. Gifting stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than a cash donation. Your charitable income tax deduction is equal to the fair market value of the stock, and you will avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. Since you are transferring ownership rather than selling the stock, brokerage fees may also be avoided.

We want to make your charitable giving experience as simple and effective as possible. For information on donating publicly traded stocks, gifts of mutual funds, Treasury bills and notes, corporate and municipal bonds, or creating planned gifts please contact:

Lindsey Maestri
Community Engagement Manager
lindsey.maestri@lhuca.org