Financial Planning to Support LE&RN

One can donate mutual funds, stocks, bonds, and real estate. By contributing these assets, one achieves the dual benefit of not only avoiding paying capital gains taxes on a sale, but one could also become eligible for a charitable tax deduction.

Another gifting consideration could be your retirement accounts. By designating LE&RN as the beneficiary, the distribution avoids being taxed as income.

Or others have simply made a bequest to LE&RN in wills.

And our donors age 70½ and older can avail themselves of a charitable IRA transfer to LE&RN of up to $100,000. This has the added benefit of satisfying the required minimum distribution.

An increasingly popular form of charitable giving, due to its’ relative ease, is a Donor-Advised Fund (DAF). You could establish a DAF with a financial institution for as low as $5,000 and designate LE&RN the receiving charitable. You would be eligible for a charitable tax deduction and the DAF could be directed by your family for many generations in the future

Call us at (516) 625-9675 or write us at for more information on these or any number of other ways to help in the fight for a cure.