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Stocks, Bonds, Mutual Funds and IRAs

Stocks, Bonds, Mutual Funds and IRAs

Stocks, Bonds and Mutual Funds

A gift of appreciated stocks, bonds, or mutual funds is an excellent way to make a meaningful impact at LightHouse while lowering your tax liability.

When you donate appreciated stocks, bonds or mutual funds, you receive an income tax deduction for the market value of the asset on the date of transfer. You also avoid capital gains taxes on the appreciation. LightHouse will use funds from your gift to support our life-changing programs like Enchanted Hills Camp for the Blind and the Youth Employment Series.

Qualified Charitable Distributions from Individual Retirement Accounts

If you’re 70.5 or older and have an Individual Retirement Account (IRA), you can make a meaningful impact for blind people of all ages though an IRA charitable rollover, also called a Qualified Charitable Distribution (QCD). A QCD counts toward your Required Minimum Distribution but does not count as taxable income. Giving to LightHouse through an IRA QCD is an easy and effective way to simplify your tax return and increase your impact on life-changing programs blind people, like Enchanted Hills Camp, Youth Employment Series and Changing Vision, Changing Life.

To make a tax-free gift from your IRA, contact your account manager or financial professional.

For transfer information, you or your broker can contact Jennifer Sachs, Director of Development, at jsachs@lighthouse-sf.org or 415-694-7333.

Our 501(c)(3) Tax ID is 94-1415317.