Gifts of Stock

Donating appreciated stock is a simple, tax-smart way to support our mission. By giving securities that have increased in value, you may avoid capital gains tax and receive a charitable deduction for the full fair market value. Note: Individual situations vary so please consult your tax advisor.

We partner with the Missouri United Methodist Foundation to process these gifts. Stock transfers don’t come with donor information. Please inform Greta Buck at gbuck@lifewisestl.org or 314.260.6369 if you plan to make a stock gift, so it gets credited appropriately to you and to LifeWise STL.

To get started, download and complete the stock transfer form.