Assets such as securities, stock, and bonds can be transferred to the Foundation to benefit LSU Health Shreveport. Securities and mutual funds with an increase in value and held for more than one year are excellent gift assets. When you make a gift of this kind, you often are eligible for tax savings – meaning you can give even more to the Foundation.
- Direct your gift to any Foundation initiative, like The Center for Education and Wellness or the DeSha Endowment.
- Fund a longer-term gift in support of LSU Health Shreveport or make a significant contribution now.
- Double benefits: a current income tax deduction and avoid capital gains taxes.
How it works:
Begin the process by starting a conversation with your broker, initiating an electronic transfer or mailing stock certificates directly to the Foundation. We can help you every step of the way to ensure the maximum tax benefits and gift amount.
Contact Jesse Gilmore at [email protected] or call 318-861-0855 to create your legacy at LSU Health Shreveport.