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For transfer of appreciated securities held for more than one year, please see the instructions below. Please note that securities are valued at the mean price on the date of transfer to the Lycée.
Please direct any questions you may have to Katherine Montemagno Annual Fund Manager kmontemagno@lfny.org
If your employer has a matching gift program, please send your company’s matching form in addition to your Lycée contribution. We will return the form to your company, which will issue a matching gift contribution directly to the Lycée. A Lycée donor receives full credit for both the original gift and the amount of the match.
Planned or deferred gifts such as bequests, gift annuities, charitable remainder trusts, insurance policies or retirement plans, provide future income to the Lycée and may involve tax benefits for donors. When you plan a gift to the Lycée in your long-term estate or financial plans, you create a legacy that supports our mission for generations to come.
For more information on making a planned gift, please contact Katherine Montemagno, Annual Fund Manager, at kmontemagno@lfny.org.