Give Stocks and Securities

Donating stock or other appreciated securities to the Lupus Research Institute has three important benefits for the donor.

1. For most gifts, the charitable deduction is the fair market value of the securities at the time of transfer.
2. The donor avoids capital gains taxes.
3. The donor pays no brokerage fees or sales commissions.

It is easy to make a gift to the Lupus Research Institute using appreciated securities.

• Notify your broker in writing that you wish to make a gift of securities to the Lupus Research Institute.
• Instruct your broker to contact us at 212-812-9881 for instructions on how to complete the transfer. The LRI can provide a sample letter for this purpose.
• Once your broker has notified us that the securities have been transferred, the LRI will mail a receipt to you. Retain this receipt for tax purposes.

Donors may claim an income tax deduction for the full market value of the securities up to a limit of 30% of adjusted gross income. You may carry any excess forward for an additional five years.

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