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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.


Have you broker transfer funds directly to MEDA. 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:

Donate

Charitable Number

EIN 23-7398678

Donate

Legal Name

Mennonite Economic Development Associates

Donate

Address

33 N. Market St., Ste. 400 Lancaster, PA USA 17603-3805

Have further questions about gifts of securities?

Amie McPhee - Sr. Director, Corporate Finance

Gifts of Estate

Leave your legacy with a gift in your will.


A charitable bequest is a gift that anyone can arrange at any life stage. It’s an easy way for you to impact the lives of entrepreneurs for years to come. Plus, your estate will benefit from an estate tax charitable deduction which will offset or eliminate the taxes on your estate.


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 or RRSP or pension plan.


Invest with MEDA

Impact investing is a way to support sustainable economic, social, and environmental change while also seeking an ethical profit. Investment is a tangible solution to poverty and we've seen it work since 1953.


Learn More

For more information on donation options to MEDA, please contact Mike Miller