Gifts of Securities & Estate

Gifts of Securities

A gift of stocks, mutual funds, or bonds is an easy way to maximize your charitable giving. There are significant tax advantages to donating gifts of securities, rather than selling shares and donating the proceeds. When you donate your stocks to MEDA, a charitable receipt is issued for 100% of the value of the gift, providing a greater potential deduction than the equivalent gift of cash.

Give in the US

Have your broker transfer funds directly to MEDA with this stock transfer form or arrange a gift to MEDA through Everence Charitable Giving. A charitable tax receipt will be issued for the full value of the stock, mutual fund or bond on the date of transfer.

What you need to know

Charitable Number: EIN 23-7398678
Legal Name: Mennonite Economic Development Associates
Address: PO Box 1771
Lancaster, PA 17608

Give in Canada

Have your broker transfer funds directly to MEDA with this stock transfer form or arrange a gift to MEDA through Abundance Canada. A charitable tax receipt will be issued for the full value of the stock, mutual fund or bond on the date of transfer.

What you need to know

Charitable Number: 107 691 057 RR0001
Legal Name:Mennonite Economic Development Associates of Canada
Address: 595 Parkside Drive, Suite 2
Waterloo, ON N2L 0C7

Contact

Marius Lamprecht
Sr. Director, Corporate Finance

Connect with our Senior Director of Corporate Finance at mlamprecht@meda.org if you have further questions about gifts of securities.

A Gift of Estate

It’s never too soon to start thinking about the kind of legacy that you want to leave.

Legacy giving is not as complicated as it may seem. If you have not considered the option, now may be a good time to think about the opportunities that might work best for you. Though many would like to support the causes near and dear to their hearts, not everyone has the resources on hand to immediately invest. There is a longer-term solution. A gift in your Will is an easy way to impact the lives of entrepreneurs for years to come.

Your attorney can include language in your Will or trust directing that a gift be made to MEDA. There are many options available: you can leave all or a portion of your estate, donate securities, or designate MEDA as a beneficiary of a life insurance policy, RRSP, or pension plan. Plus, your estate will benefit from an estate tax charitable deduction which will offset or eliminate the taxes on your estate.

Give in the US

What your attorney will need to know

Charitable Number: EIN 23-7398678
Legal Name: Mennonite Economic Development Associates
Address: 33 N. Market St., Ste. 400
Lancaster, PA USA 17603-3805

Give in Canada

What your attorney will need to know

Charitable Number: 107 691 057 RR0001
Legal Name:Mennonite Economic Development Associates of Canada
Address: 595 Parkside Drive, Suite 2
Waterloo, ON N2L 0C7

A legacy gift is a deeply personal investment. You do not need to let us know of your intent in order to arrange the gift, but if you have named MEDA in your Will, we would love to connect with you to express our appreciation and gratitude for your generosity.

Lifetime MEDA supporters are considered a part of our Circle of Hope. We will keep you up to date on what is happening at MEDA and how your support contributes to the economic wellbeing of entrepreneurs and small business owners around the globe!

Invest with MEDA

The MEDA Risk Capital Fund (MRCF) provides early stage capital, an important source of funding for young companies. MRCF invests in promising companies in developing countries that have an excellent prospect of financial success and economic benefit to communities in poverty. An investment in MRCF is an investment in sustainable change.

Contact

For MRCF Investment inquiries contact mrcf@meda.org.