Gifts of Securities

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Lake Forest Academy. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!

If you would like information regarding gifting securities to LFA or making a cash gift via wire transfer, please contact Nancy Bateman at (847) 615-3212, or via email at nbateman@lfanet.org. Please notify our office when your transfer is initiated so that we can ensure proper acknowledgement.

Thank you for your support of Lake Forest Academy.