Other Forms of Giving

Planned Giving simply means that you are planning to give a gift in the future.  The most common planned gift is the ‘bequest', which means remembering The LAM Foundation in your will.  Would you, your family or friends consider naming The LAM Foundation the recipient of a planned estate gift?

Other forms of planned giving are the Charitable Remainder Trust and Charitable Gift Annuity. If you would like to learn more about the tax benefits and other advantages of Planned Giving, please contact The LAM Foundation at 1-877-CURE-LAM or the Development Office at development@thelamfoundation.org.

Gifts of Stock or Assets

Why should I give a stock gift instead of writing a check to The LAM Foundation?

A gift of stock may be more tax-wise than an equivalent cash gift. If you've made a good investment and own a stock that has grown in value and appreciated substantially beyond the original investment, any growth above the original cost is considered a "capital gain." That capital gain is subject to a federal capital gains tax of up to 15% plus state capital gains tax where applicable.  By giving appreciated securities that have been held at least a year and one day to The LAM Foundation, you can avoid the capital gains tax and receive an income tax deduction for the fair market value of the stock at the time of the gift.

Please contact your tax advisor before initiating any transfer to be sure you fully understand the tax benefits of making your stock gift to The LAM Foundation.

What steps do I take to give stock to The LAM Foundation?

First, contact The LAM Foundation to let us know you intend to make a stock gift.  You may fax this information to us at (513) 777-4109, or email it to the Devolpment Office at development@thelamfoundation.org.

Then, ask your broker to make an electronic transfer of the shares to The LAM Foundation stock contribution account by contacting:

Smith Barney - (800) 426-3348, Fax: (425) 453-3467
411 108th Avenue NE, Suite 1600, Bellevue, WA 98004
Attn: Kathleen Eggers

Because each mutual fund company has its own unique procedures, please contact Kathleen Eggers at Smith Barney by phone (800) 426-3348 to discuss a mutual fund transfer.

Once the stock is transferred, we will receive notification of the transfer and a receipt will be sent to you. The effective contribution date for tax purposes is the date the shares are placed into our account, and the value of your gift is the stock price on that date. Our receipt will confirm the date, the name of the stock and the number of shares you gave.  It is up to you to determine the value of the shares on that date for tax reporting purposes.  

For further assistance, please contact the Development Office at The LAM Foundation at (513) 777-6889 or via email at development@thelamfoundation.org.

Donate a Used Car

The LAM Foundation is endorsing the use of Cars4Charities to process the donation of cars to The LAM Foundation. The LAM Foundation will receive a minimum of 65% of the sale price of the vehicle. Everything is handled by Cars4Charities involved in the donation process. This includes: processing vehicle titles; arranging for the pickup and sale of donated vehicles; providing donors with the forms they require to claim the tax deduction; and providing the IRS with the forms they require to verify the donation. This is done in compliance with all the rules and regulations of each state and the federal government. To learn more, visit Cars4Charities.org.

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