Gifts of Securities & Estate

Gifts of Securities
Gifts of Estate
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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: 33 N. Market St., Ste. 400
Lancaster, PA USA 17603-3805

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

Marius Lamprecht

Sr. Director, Corporate Finance

Marius Lamprecht is MEDA’s Sr. Director, Corporate Finance. Marius is a strong relationship builder and leader committed to using his business skills to improve the lives of those less fortunate. He has experience with corporate investments, worked directly with investment committees, managed investment board sub-committees, and assessed investment strategies. Marius brings a broad skill set, including in-depth financial planning and analysis, forecasting, risk management, problem-solving, language skills, and international business experience in Africa, the Middle East, and North America. 

Recently, Marius has worked as a Business Resource Manager with Christian Horizons. He supported the Board Investment Committee, which oversees the Christian Horizons investment portfolio. He also serves on the Board of the Christian Horizons Foundation as Treasurer, where he provides investment advice and reports financial results. 

Marius obtained his Master of Business Administration at the University of Guelph, focusing on Food & Agribusiness Management. He holds a Chartered Professional Accountant (CPA) designation. Marius also received his Post Graduate Certificate in Education from the University of South Africa and a Bachelor of Technology: Cost & Management Accounting from the Cape Peninsula University of Technology in South Africa.

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!

Contact

Call 1-800-665-7026, or email donations@meda.org

Listing of MEDA Gift Officers

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.
Learn More

Contact

Erika Wulff

Erika Wulff

Director, Investment Finance

Erika Wulff is MEDA’s Director, Investment Finance, and she brings over 20 years of experience in finance, structured credit, and investment management with top-tier financial institutions.  Erika prides herself in having built strong and trusted relationships with institutional and private clients to develop strategic financing solutions to help them capitalize on investment opportunities.  

For over ten years, Erika applied her passion for philanthropy by serving on the board of Opportunity International Canada, a non-profit micro-finance organization that works to tackle global poverty in a sustainable way through holistic transformation.   

Erika holds an International Master of Business Administration from York University’s Schulich School of Business, and a Bachelor of Business Management degree from the Toronto Metropolitan University (formerly Ryerson University). In addition, Erika is a Certified Financial Planner (CFP), and has completed the Not-for-Profit Governance Essential Program with the Institute for Corporate Directors from the University of Toronto.  Erika is fully bilingual in English and Spanish and speaks conversational French. 

Director, Investment Finance

For MRCF Investment inquiries contact Erika Wulff at mrcf@meda.org.

Mennonite Economic Development Associates is an international economic development organization that creates business solutions to poverty.

Follow MEDA

MEDA International is a Canadian non-share capital not-for-profit corporation incorporated under the Canada Not-for-profit Corporations Act.

Mennonite Economic Development Associates is a 501(c)(3) status non-profit organization in the United States: EIN 23-7398678.
Mennonite Economic Development Associates of Canada is a registered charity in Canada: No. 107 691 057 RR0001.

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