Gifts of publicly traded securities that have appreciated in value allow you to avoid capital gains taxes, while also receiving a tax deduction for your gift.*

To make a gift of stocks or investments, please send your broker’s fax number or email address to terri.lessnau@clovernola.org. Our team will then share instructions on how to transfer stock directly to the Kingsley House brokerage account.

To ensure that we correctly acknowledge you as the donor of the transferred stock, please also provide the following information:

• Donor name and contact information
• Name of the stock
• Number of shares
• Date of the stock transfer

If you are interested in making a gift of stock or investment and would like to learn more, email terri.lessnau@clovernola.org.

*Clover, formerly Kingsley House, is a 501(c)(3) organization. Contributions are deductible as allowed by law. Please speak with your financial adviser about the deductibility of your gift.

A planned gift to the 1896 Legacy Society may help you manage your personal financial plan and extend your ability to help others for generations. Consider leaving a bequest in your will or establishing a charitable trust to ensure the long-term sustainability of our organization. Your generosity will strengthen our future ability to provide life-transforming services to children, families, and seniors. For more information call 504-523-6221 x 127.