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2<p>Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.</p>
3</div><a role="button" tabindex="0" href="https://app.freewill.com/widget/smartgiving/laluzcenter/entry?product=stock_gift&amp;utm_medium=fwpg&amp;utm_campaign=laluzcenter_tax-smart-gifts_top-button" target="_blank" class="mt-3 btn btn-primary">Donate stock online</a></div></div></div></div><section class="ExpandedGiftPageGifts_giftPageSection__zxsXU"><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_giftPageIntroContainer__eTEn5 container-fluid"><div class="ExpandedGiftPageGifts_giftIntro__69q3k row"><div class="undefined order-2 order-md-1 align-content-md-center col-xxl-5 col-md-6 col-12"><h2>About gifts of stocks, securities, &amp; mutual funds</h2><div>
4<p>Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.</p>
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8<p>Give appreciated assets now and enjoy the benefits, or <a href="/beneficiary-designations">add us as a beneficiary</a> of these assets and eliminate estate and inheritance tax, making the most of your gift.</p>
9</div></div><div class="undefined ExpandedGiftPageGifts_giftImg__ry8yZ order-1 order-lg-2 col-xxl-7 col-md-6 col-12"><div><span></span></div></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR container-fluid"><div class="ExpandedGiftPageGifts_giftFacts__R4VjQ row"><div class="ExpandedGiftPageGifts_benefits__wy81T undefined col-md-6 col-12"><div><h2>Benefits</h2>
10<ul>
11<li>Gifts of assets can often save you far more on taxes than gifts of cash</li>
12<li>Avoid all capital gains taxes</li>
13<li>Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)</li>
14<li>Make an immediate impact on our mission</li>
15</ul>
16</div></div><div class="ExpandedGiftPageGifts_howItWorks__tOpW4 undefined col-md-6 col-12"><div><h2>How it works</h2>
17<ol>
18<li>Use <a href="https://app.freewill.com/widget/smartgiving/laluzcenter/entry?product=stock_gift&amp;utm_medium=fwpg&amp;utm_campaign=laluzcenter_tax-smart-gifts">this tool</a> to transfer appreciated securities directly to us (and avoid all capital gains taxes).</li>
19<li>Receive a tax receipt for the value of the assets.</li>
20<li>The securities are sold and the funds put directly to use for greatest impact.</li>
21</ol>
22</div><p><a href="#contactForm">Contact us for more information</a></p></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_calloutContainer__XyQ_z container-fluid"><div class="ExpandedGiftPageGifts_callout__qdKXU row"><div class="col-12"><h3>Don’t wait to make an impact, donate stock today</h3><div><p><span style="font-weight: 400">This easy-to-use, secure online tool makes donating stock simple for our supporters.</span></p>
23</div><a role="button" tabindex="0" href="https://app.freewill.com/widget/smartgiving/laluzcenter/entry?product=stock_gift&amp;utm_medium=fwpg&amp;utm_campaign=laluzcenter_tax-smart-gifts_callout" target="_blank" class="btn btn-primary">Donate stock</a></div></div></div></section><div class="bg-light pb-5"><div id="contactForm" class="ContactInfo_contactInfoContainer__g0ver container-fluid"><div class="row"><div class="ContactInfo_contactInfo__mT5R3 col-12 col-md-6 col"><h2>We’re here to help you meet your goals!</h2><div>
24<p>Our team would be happy to speak with you in confidence about your giving goals, with no obligation.</p>
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28<div class="wp-block-group"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained">
29<p><span class="visually-hidden">Name: </span>Dennis Agnos</p>
30
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32
33<p><span class="visually-hidden">Title :</span>Director of Development</p>
34
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36
37<p>Phone: <a href="tel:707-938-5131">707-938-5131</a></p>
38
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40
41<p>Email: <a href="mailto:[email protected]">[email protected]</a></p>
42</div></div>
43
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45
46<p>Already included us in your estate plan? <a href="https://partner.freewill.com/record/laluzcenter?utm_source=partner&utm_medium=fwpg&utm_campaign=laluzcenter_contact-form">Let us know</a></p>
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48<p>Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).</p>
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50<p>Gifting assets not covered by your will &#8212; like 401(k) or IRA accounts &#8212; may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.</p>
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\u003ca href=\"https://partner.freewill.com/record/laluzcenter?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=laluzcenter_contact-form\"\u003eLet us know\u003c/a\u003e\u003c/p\u003e\n","title":"We’re here to help you meet your goals!","contactFormEmailAddress":"[email protected]","contactTitle":"Director of Development","contactEmail":"[email protected]","contactPhone":"707-938-5131","contactName":"Dennis Agnos"}]},"contactFormSubjects({\"first\":100})":{"__typename":"RootQueryToContact_form_subjectConnection","nodes":[{"__typename":"Contact_form_subject","title":"Gifts in a will or trust"},{"__typename":"Contact_form_subject","title":"Beneficiary designations"},{"__typename":"Contact_form_subject","title":"Stocks, securities and mutual funds"},{"__typename":"Contact_form_subject","title":"Cryptocurrency"},{"__typename":"Contact_form_subject","title":"QCDs from an IRA"},{"__typename":"Contact_form_subject","title":"Donor-advised funds"},{"__typename":"Contact_form_subject","title":"Real estate"},{"__typename":"Contact_form_subject","title":"Retained life estate"},{"__typename":"Contact_form_subject","title":"Other"}]},"menuItems({\"first\":100,\"where\":{\"location\":\"PRIMARY\"}})":{"__typename":"RootQueryToMenuItemConnection","nodes":[{"__ref":"MenuItem:cG9zdDoxMDU0"},{"__ref":"MenuItem:cG9zdDoxMDc2"},{"__ref":"MenuItem:cG9zdDoxMDQ1"},{"__ref":"MenuItem:cG9zdDoxMDQ2"},{"__ref":"MenuItem:cG9zdDoxMDQ5"},{"__ref":"MenuItem:cG9zdDoxMDUw"},{"__ref":"MenuItem:cG9zdDoxMDUy"},{"__ref":"MenuItem:cG9zdDoxMDUx"},{"__ref":"MenuItem:cG9zdDoxMDU1"},{"__ref":"MenuItem:cG9zdDoxMDU2"},{"__ref":"MenuItem:cG9zdDoxMDc0"}]},"sharedContentBlock1s({\"where\":{\"tagSlugIn\":[\"footer\"]}})":{"__typename":"RootQueryToShared_content_block_1Connection","nodes":[]},"disclaimers({\"where\":{\"tag\":\"footer\"}})":{"__typename":"RootQueryToDisclaimerConnection","nodes":[{"__typename":"Disclaimer","content":"\n\u003cdiv class=\"wp-block-columns row justify-content-between align-items-center about logos is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\"\u003e\n\u003cdiv class=\"wp-block-column col-12 col-md is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"logo\"\u003ePowered by \u003ca href=\"https://www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eFreeWill\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\n\n\n\u003cdiv class=\"wp-block-column col-auto is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"badges\"\u003e\u003ca href=\"https://www.trustpilot.com/review/www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-197\" style=\"width: 80px; height:37px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/trustpilot.png\" alt=\"Trustpilot logo\"\u003e\u003c/a\u003e\u003ca href=\"https://www.bbb.org/us/ny/new-yor
77k/profile/legal-document-help/freewill-co-0121-87151863\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-196\" style=\"width: 80px; height:30px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/bbb.png\" alt=\"Better Business Bureau accredited business\"\u003e\u003c/a\u003e\u003ca href=\"https://www.w3.org/WAI/WCAG2AA-Conformance\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-449\" style=\"width: 80px;height:29px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/07/wcag-21.png\" alt=\"WCAG 2.1 Level AA compliant\"\u003e\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\n\u003cp class=\"about\"\u003eFreeWill’s no-cost estate planning and non-cash giving tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues. \u003ca href=\"https://www.freewill.com/about\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAbout FreeWill\u003c/a\u003e\u003c/p\u003e\n\n\n\n\u003cp\u003eCopyright © \n2026\n FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. 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