{"id":12625,"date":"2026-06-12T12:44:34","date_gmt":"2026-06-12T17:44:34","guid":{"rendered":"https:\/\/lifestylesofmd.org\/?page_id=12625"},"modified":"2026-06-12T13:01:32","modified_gmt":"2026-06-12T18:01:32","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/lifestylesofmd.org\/es\/planned-giving\/","title":{"rendered":"Acciones, cuentas IRA y donaciones planificadas"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Header&#8221; _builder_version=&#8221;4.27.6&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(165,206,199,0.6) 0%|#151f33 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(165,206,199,0.6)&#8221; background_color_gradient_end=&#8221;#151f33&#8243; background_image=&#8221;https:\/\/lifestylesofmd.org\/wp-content\/uploads\/2026\/06\/Planned-Giving.png&#8221; background_blend=&#8221;multiply&#8221; custom_padding=&#8221;0vw||0||false|false&#8221; 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ul_text_shadow_color__hover_enabled=&#8221;rgba(0,0,0,0.4)&#8221; ol_font_size__hover=&#8221;14px&#8221; ol_font_size__hover_enabled=&#8221;14px&#8221; ol_letter_spacing__hover=&#8221;0px&#8221; ol_letter_spacing__hover_enabled=&#8221;0px&#8221; ol_line_height__hover=&#8221;1em&#8221; ol_line_height__hover_enabled=&#8221;1em&#8221; ol_text_shadow_style__hover=&#8221;none&#8221; ol_text_shadow_style__hover_enabled=&#8221;none&#8221; ol_text_shadow_color__hover=&#8221;rgba(0,0,0,0.4)&#8221; ol_text_shadow_color__hover_enabled=&#8221;rgba(0,0,0,0.4)&#8221; quote_font_size__hover=&#8221;14px&#8221; quote_font_size__hover_enabled=&#8221;14px&#8221; quote_letter_spacing__hover=&#8221;0px&#8221; quote_letter_spacing__hover_enabled=&#8221;0px&#8221; quote_line_height__hover=&#8221;1em&#8221; quote_line_height__hover_enabled=&#8221;1em&#8221; quote_text_shadow_style__hover=&#8221;none&#8221; quote_text_shadow_style__hover_enabled=&#8221;none&#8221; quote_text_shadow_color__hover=&#8221;rgba(0,0,0,0.4)&#8221; quote_text_shadow_color__hover_enabled=&#8221;rgba(0,0,0,0.4)&#8221; text_orientation__hover=&#8221;left&#8221; text_orientation__hover_enabled=&#8221;left&#8221; background_layout__hover=&#8221;light&#8221; background_layout__hover_enabled=&#8221;light&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1><span class=\"s1\"><b>Stock, IRA &amp; Planned Giving<\/b><\/span><\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Blog&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||1px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||111px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.27.6&#8243; text_font_size=&#8221;17px&#8221; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Noto Serif||||||||&#8221; header_2_font_size=&#8221;40px&#8221; header_2_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;||30px|||&#8221; hover_enabled=&#8221;0&#8243; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;24px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h3><span class=\"s1\"><b>Create a Lasting Impact Through Strategic Giving<\/b><\/span><\/h3>\n<p class=\"p2\">A gift to LifeStyles of Maryland can take many forms. In addition to traditional cash donations, supporters may choose to contribute appreciated stocks, securities, mutual fund shares, Qualified Charitable Distributions (QCDs) from IRA accounts, or planned gifts through their estate.<\/p>\n<p class=\"p2\">These giving options can provide meaningful support for LifeStyles\u2019 mission while potentially offering financial and tax advantages for donors. We encourage you to consult with your financial, tax, or legal advisor to determine the option that best aligns with your personal goals.<\/p>\n<p class=\"p2\">Your generosity helps LifeStyles continue providing housing, homelessness prevention, domestic violence services, food assistance, and other critical support programs that strengthen individuals, families, and communities throughout Southern Maryland.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/lifestylesofmd.org\/wp-content\/uploads\/2026\/06\/UBS-300&#215;300.png&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; alt=&#8221;UBS logo featuring three black keys crossed on the left and the red letters %22UBS%22 on the right, set against a white background.&#8221; title_text=&#8221;UBS&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; align=&#8221;center&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; border_width_all=&#8221;4px&#8221; global_colors_info=&#8221;{%22gcid-461b727d-d526-4a1d-8313-50ab0f36fe9e%22:%91%22border_color_all%22%93}&#8221; border_color_all=&#8221;gcid-461b727d-d526-4a1d-8313-50ab0f36fe9e&#8221; custom_padding=&#8221;30px|30px|30px|30px|false|false&#8221;]<\/p>\n<h3><span style=\"text-decoration: underline;\"><span class=\"s1\"><b>Ways to Give<\/b><\/span><\/span><\/h3>\n<h5><span class=\"s1\"><b>Appreciated Stocks &amp; Securities<\/b><\/span><\/h5>\n<p class=\"p2\">Donating appreciated stocks, bonds, mutual funds, or other securities can be a tax-efficient way to support LifeStyles while making a significant impact on the lives of those we serve.<\/p>\n<h5><span class=\"s1\"><b>Qualified Charitable Distributions (QCDs)<\/b><\/span><\/h5>\n<p class=\"p2\">Individuals who meet IRS eligibility requirements may choose to make a Qualified Charitable Distribution directly from an IRA to support LifeStyles.<\/p>\n<h5><span class=\"s1\"><b>Planned &amp; Estate Giving<\/b><\/span><\/h5>\n<p class=\"p2\">You may also choose to include LifeStyles of Maryland in your estate plans, creating a lasting legacy that supports future generations in our community.<\/p>\n<h4><span class=\"s1\"><b>How to Get Started<\/b><\/span><\/h4>\n<p class=\"p2\">To discuss a gift of stocks, securities, mutual funds, a Qualified Charitable Distribution, or a planned gift, please contact our investment partner:<\/p>\n<p class=\"p2\"><strong><span style=\"text-decoration: underline;\">UBS Financial Services, Inc.<\/span><\/strong><\/p>\n<p class=\"p2\"><b>Robert Sterling<\/b><br \/>Senior Vice President \u2013 Wealth Management<br \/>Financial Advisor<br \/>Phone: (202) 585-5350<br \/>Email: robert.sterling@ubs.com<\/p>\n<p class=\"p2\"><b>Marilu Nicholas<\/b><br \/>Senior Registered Client Service Associate<br \/>Phone: (202) 585-5350<br \/>Email: maria.nicholas@ubs.com<\/p>\n<p class=\"p2\">When contacting UBS, please indicate that you would like to make a charitable gift benefiting LifeStyles of Maryland Foundation, Inc.<\/p>\n<p class=\"p2\">Thank you for helping create pathways to housing, stability, and opportunity for individuals and families in our community.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Support LifeStyles of Maryland through stock donations, IRA charitable distributions, or planned giving. 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