Here's how to donate appreciated securities:

Step 1

Contact your brokerage firm for their transfer (donation) instructions. Usually, you will need to complete a simple transfer form.


Step 2

Provide your brokerage firm with the following delivery information:

  • Receiver: Leadership Mission International

Fidelity Investments
PO Box 77001
Cincinnati, OH
45277-0036

  • LMI account #: Z50729698
  • DTC #: 0226

Note: If your broker requires further information, he or she should contact Ira Lucia, LMI Treasurer at ira.lucia@leadershipmissioninternational.org


Step 3

Let us know by email that you are sending a gift of securities.


We will provide you a giving statement to file with you tax return.

Step 4