Donating Appreciated Stock Held Longer than 12 Months
Advantages of an appreciated stock donation include:
Avoiding State and Federal tax on capital gains
Receiving an income tax deduction for the full market value of your gift if you itemize deductions and have held the assets more than a year
Please consult your financial planner or tax advisor to determine how these potential tax advantages apply to your specific
To complete a transfer of stock to LRA follow these steps:
1. Instruct your broker to transfer the above shares to the Lyme Research Account as follows:
Wire shares to: National Financial Services, LLC
Account# DTC 0226
For the Benefit of: Time for Lyme, Inc.
For Final Credit to: Account #: Z42876275
2. Send a confirming email to info@LymeResearchAlliance.org with the name of the stock, the number of units donated, your name and email address, so that our finance team may track the transfer and confirm receipt.