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 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.


The material on this web site is provided for information purposes only.  This material (a) is not nor should it be considered, or used as a substitute for, medical advice, diagnosis, or treatment; nor (b) does it necessarily represent endorsement by or an official position of Lyme Research Alliance, Inc. or any of its directors, officers, advisors or volunteers.  Advice on the testing, treatment or care of an individual patient should be obtained through consultation with a physician who has examined that patient or is familiar with that patient's medical history.