Gift of securities

Donating Gifts of Shares and Securities to Legacy Place Society

Donating securities such as stocks, bonds, or mutual funds to Legacy Place Society offers a unique opportunity to make a significant impact while maximizing tax benefits. By choosing to contribute in this manner, donors can potentially eliminate capital gains taxes on appreciated securities, while also receiving a charitable tax deduction for the full market value of the donation.

For Legacy Place Society, gifts of securities provide crucial support for our mission of assisting first responders and their families. These contributions allow us to continue providing essential programs and resources to those who dedicate their lives to serving our communities. By donating securities, you help us ensure that our support reaches those in need, making a lasting difference in the lives of those who selflessly serve others.

We recommend all donors to consult with their financial advisor when planning any legacy gifts, and to ask about charitable gift annuities.