Ways To Give

To Give Through Non-Cash Assets:

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Please let us know when you have initiated a gift of stock, a qualified charitable distribution, or a donation from your donor-advised fund so we can ensure your generosity is properly acknowledged.

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GIFTS OF STOCK 

 

Donating appreciated securities is a meaningful and efficient way to support The LightHouseRVA. Gifts of publicly traded securities that have appreciated in value allow you to claim a charitable deduction for the full market value of the securities on the date the gift is made. You pay no capital gains tax on the appreciation, and our organization receives the full value of the gift. To make a gift of stock, please ask your financial advisor to transfer the securities you wish to donate using the following instructions:

 

We are partnering with Alpha Omega Wealth Management:

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Account Name: The LightHouseRVA

Account Number: 1857-9688

DTC Clearing #: 0164

DTC Code: 40 (free delivery)

Charles Schwab & Co., Inc.

1958 Summit Park Drive

Orlando, FL 32810-5931

 

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DONOR ADVISED FUNDS 

 

A Donor-Advised Fund is a charitable investment account that allows you to support nonprofit (501(c)(3)) organizations like The LightHouseRVA. When you contribute cash or appreciated securities to a DAF, you may receive the full value of the contribution as a charitable deduction in the year the donation is made, while retaining the flexibility to recommend grants to your chosen charities over time.

 

With a DAF, you not only advise the sponsoring organization on which nonprofits to support, but you may also provide guidance on how the funds are invested. Donor-Advised Funds are also a highly efficient way to contribute appreciated securities. Rather than distributing shares to multiple organizations, you can transfer the stock to your DAF, then recommend specific grant amounts to be sent directly to the nonprofits you wish to support.

 

 

QUALIFIED CHARITABLE DISTRIBUTIONS (QCD) 

 

Qualified Charitable Distributions (QCDs) are gifts made directly from your Individual Retirement Account (IRA) to qualified nonprofit organizations, such as The LightHouseRVA.

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QCDs provide a powerful way to support the causes you care about while offering significant tax advantages. If you are age 70½ or older, you can make a donation directly from your IRA to a nonprofit without including the distribution in your adjusted gross income (AGI). This means you can give charitably without increasing your taxable income and without paying taxes on the amount donated.

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Importantly, QCDs also count toward your Required Minimum Distribution (RMD) for the year, helping you meet IRS requirements while making a meaningful impact.

 

Please provide our legal name and tax ID to your DAF or IRA administrator. 

Legal name: The LightHouseRVA

Address: P.O. Box 29051, Henrico, VA 23242

Federal tax ID number: 88-1228928

 

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PLANNING YOUR LEGACY 

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When you include The LightHouseRVA in your financial or estate plans, you fulfill the promise that women in recovery have the resources needed to support them in their healing for generations to come. Bequests and other planned gifts give the necessary resources for our organization to plan for its future. In addition to simple bequests, you can name The LightHouseRVA as a beneficiary in your retirement plan or life insurance policy.

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