Investing Through Securities
Gifts of appreciated, marketable securities (such as stocks, bonds, mutual fund shares) can afford investors considerable tax advantages while supporting Las Lomitas educational excellence.
Tax Benefits
If you have owned the security for at least one year, you can receive a tax deduction for the full value of the security at the time of your investment. You can avoid paying capital gains tax and do not have to pay commission to sell the security.
Brokerage Transfers
If your security is held in a brokerage account:
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Follow this link to the attached instructions (PDF format)
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Fill in appropriate information regarding shares you wish to invest
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Check with your broker for signature guarantee or additional requirements
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Mail the letter to your broker
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Email a copy to our Treasurer (treasurer@llef.org) for tracking
Important Details
Your investment date will be when we receive your stock in our account, not your letter date. We will send an acknowledgment with this date.
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Mailing Address:
Las Lomitas Education Foundation Treasurer
P.O. Box 7282, Menlo Park, CA 94026
Corporate Matching
Many companies will match your investment to the Foundation. Click here for more details.
Tax Example
Scenario: You want to invest $10,000 in LLEF​​​​
​​​​​Based on stock purchased for $2,000, now worth $10,000
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By directly investing appreciated securities owned over 12 months, you save an additional $1,600 in capital gains tax compared to selling the stock and investing cash proceeds.
Important Disclaimers
These savings apply only when stock is transferred directly and classified as long-term capital gain. Sale of stock and investment of proceeds may subject you to capital gains tax.
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Benefits depend on stock appreciation, adjusted gross income, and current tax rules. Consult your accountant or tax advisor to determine exact income tax effects of any investment.
Questions?
Email our Executive Director, Dan Bergeron, at danb@llef.org