Stock & donor advised fund gifts
Stock gifts
Making a gift of stock, bonds or mutual funds gifts is a simple way to contribute to LBBC. Gifts of securities held for more than 1 year can bring special tax benefits to you as the donor.
Securities can be sent electronically to LBBC’s brokerage account:
- Preferred Broker: Charles Schwab
- Account Number: 5645-1565
- DTC Clearing 0164, Code 40
- LBBC Tax ID Number: 23-2734689
After contacting your broker or bank to authorize the transfer, please inform Mary Beth Mills, mbmills@lbbc.org, via email about the gift so we can properly credit the donation and supply you with a tax receipt for your gift. Not all financial institutions include the donor’s name with a securities transaction.
To learn more or if you have any questions, please contact Mary Beth Mills, Director, Development, at (855) 807-6386, ext. 127 or mbmills@lbbc.org.
For specific legal, tax, or investment questions, we recommend you consult your financial planner or lawyer.
Donor advised fund gifts
A Donor Advised Fund (DAF) is a simple, flexible, and tax-efficient way to support the causes you care about most. Whether you’re giving cash, stock, or other assets, you’ll receive an immediate tax deduction—and you can recommend grants to your favorite charities whenever you're ready.
Setting up a DAF is easy and can be done through a sponsoring organization like a community foundation or your financial institution. Once your fund is established, you can recommend grants to qualified 501(c)(3) nonprofits — like Living Beyond Breast Cancer — at any time through your sponsor’s online portal or by submitting a grant recommendation form supplied by the sponsoring organization.
If you already have a DAF with Fidelity Charitable, DAF giving360, or BNY Mellon, you can start your gift today using the link below:
LBBC Tax ID Number: 23-2734689