• Increase
  • Decrease
  • Normal

Current Size: 100%

  • Living Well With WM

    There are many patients with Waldenstrom?s macroglobulinemia (WM) who are living well and enjoying life with a degree of contentment that may seem surprising to others.

    Living with WM

  • Imagine a Cure

    We have a goal of rasing $9,000,000 to support WM research and vital member services through both current gifts and legacy gifts.

    Help Us Reach Our Goal

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The International Waldenstrom's Macroglobulinemia Foundation.

Gift of Stock and Bonds
Stocks/Bonds
IWMF
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to The International Waldenstrom's Macroglobulinemia Foundation.

Electronic stock transfer form

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown