DAFs, Stocks, and Rollovers

There are several tax-friendly ways to maximize your contribution to The LAM Foundation. Making a gift from your tax-deductible donor-advised fund can reduce or eliminate the capital gains taxes you owe.

If you are at least 70 ½, you can contribute directly from your IRA, 401K, or other retirement accounts.

Through IRA charitable rollovers, you can direct up to $100,000, tax-free, to eligible charities like The LAM Foundation.

To donate a gift of stock or asset, have your tax advisor contact our representative at Morgan Stanley, Kathleen Eggers. Please make sure they state your name as the donor behind the transaction. Ms. Eggers can be reached at Morgan Stanley Smith Barney, at (800) 328-2802 or (425) 453-3480, Fax: (425) 453-5802.

Learn more about Qualified Charitable Distributions from IRAs:  Learn more

LIFE INSURANCE

Listing The LAM Foundation as a beneficiary on your life insurance policy allows you to make a sizable gift. If you currently have an ancillary insurance policy that you no longer need, you will get an immediate tax deduction by donating it to The LAM Foundation. For more information, contact us at (513) 777-6889, or email development@thelamfoundation.org.