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Get Involved>Donate > Stock and donor advised fund gifts

Stock & donor advised fund gifts

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Stock gifts

Making a gift of stock, bonds or mutual funds gifts is a simple way to contribute to LBBC. Gifts of securities held for more than 1 year can bring special tax benefits to you as the donor.

Securities can be sent electronically to LBBC’s brokerage account:

  • Preferred Broker: Charles Schwab
  • Account Number: 5645-1565
  • DTC Clearing 0164, Code 40
  • LBBC Tax ID Number: 23-2734689

After contacting your broker or bank to authorize the transfer, please inform Mary Beth Mills, mbmills@lbbc.org, via email about the gift so we can properly credit the donation and supply you with a tax receipt for your gift. Not all financial institutions include the donor’s name with a securities transaction.

To learn more or if you have any questions, please contact Mary Beth Mills, Director, Development, at (855) 807-6386, ext. 127 or mbmills@lbbc.org.

For specific legal, tax, or investment questions, we recommend you consult your financial planner or lawyer.

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Donor Advised Fund gifts

Living Beyond Breast Cancer is eligible to receive Donor Advised Funds.

For 20 consecutive years, Living Beyond Breast Cancer has earned Charity Navigator’s highest four-star rating, a distinction that reflects our strong financial health and commitment to effective governance. Combined with Candid’s Platinum Seal of Transparency, the highest level of recognition available, these honors provide donors with confidence that their investments are managed responsibly and are making a measurable difference in the lives of people affected by breast cancer.

A Donor Advised Fund (DAF) is a simple, flexible, and tax-efficient way to support the causes you care about most. Whether you’re giving cash, stock, or other assets, you’ll receive an immediate tax deduction—and you can recommend grants to your favorite charities whenever you’re ready.

Setting up a DAF is easy and can be done through a sponsoring organization like a community foundation or your financial institution. Once your fund is established, you can recommend grants to qualified 501(c)(3) nonprofits — like Living Beyond Breast Cancer — at any time through your sponsor’s online portal or by submitting a grant recommendation form supplied by the sponsoring organization.

Setting up a Donor Advised Fund

  1. Pick a donor-advised fund provider: Common choices are financial institutions, such as Fidelity, DAFgiving360 (formerly Schwab) or Vanguard, through a community foundation, for example the Philadelphia Foundation if you live in the Greater Philadelphia area or through a national institution like the National Philanthropic Trust.
  2. Open an account online: Fill out basic personal information and name your fund.
  3. Put money or investments into the account: You can contribute cash, non-cash assets including stocks, and sometimes crypto or other assets
  4. Get your tax receipt: The DAF provider sends documentation for your taxes.
  5. Choose how the money is invested: Most providers offer simple investment options.
  6. Donate to charities from the fund: Log in anytime to the DAF provider portal and recommend grants to IRS-approved nonprofits like Living Beyond Breast Cancer.

Did you know that many DAF providers allow you to set up an automatic, recurring monthly grant to qualified non-profits like Living Beyond Breast Cancer? Recurring DAF grants must be manually scheduled by the donor from within the DAF sponsor’s online portal.

If you already have a DAF with Fidelity Charitable, DAF giving360, or BNY Mellon, you can start your gift today using the link below:

Make your DAF gift to LBBC
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LBBC Tax ID Number: 23-2734689