Stock, IRA & Planned Giving
Create a Lasting Impact Through Strategic Giving
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.
These giving options can provide meaningful support for LifeStyles’ 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.
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.
Ways to Give
Appreciated Stocks & Securities
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.
Qualified Charitable Distributions (QCDs)
Individuals who meet IRS eligibility requirements may choose to make a Qualified Charitable Distribution directly from an IRA to support LifeStyles.
Planned & Estate Giving
You may also choose to include LifeStyles of Maryland in your estate plans, creating a lasting legacy that supports future generations in our community.
How to Get Started
To discuss a gift of stocks, securities, mutual funds, a Qualified Charitable Distribution, or a planned gift, please contact our investment partner:
UBS Financial Services, Inc.
Robert Sterling
Senior Vice President – Wealth Management
Financial Advisor
Phone: (202) 585-5350
Email: robert.sterling@ubs.com
Marilu Nicholas
Senior Registered Client Service Associate
Phone: (202) 585-5350
Email: maria.nicholas@ubs.com
When contacting UBS, please indicate that you would like to make a charitable gift benefiting LifeStyles of Maryland Foundation, Inc.
Thank you for helping create pathways to housing, stability, and opportunity for individuals and families in our community.