Here's how to donate appreciated securities:
Contact your brokerage firm for their transfer (donation) instructions. Usually, you will need to complete a simple transfer form.
Provide your brokerage firm with the following delivery information:
- Receiver: Leadership Mission International
PO Box 77001
- LMI account #: Z50729698
- DTC #: 0226
Note: If your broker requires further information, he or she should contact Ira Lucia, LMI Treasurer at email@example.com
We will provide you a giving statement to file with you tax return.