Ways To Give

As a nonprofit 501(c)(3) organization, LiftFund offers donors convenient ways to directly impact and support small business owners and their dreams.

Choose what works best for you

  • Gifts of Cash: You may make a donation immediately here.
  • Employer Matching Gift: If your company matches employee donations to charitable organizations, request a matching gift form from your employer, and send it completed to LiftFund, Development Office, 2007 W. Martin Street, San Antonio TX 78207. We will do the rest. The impact of your gift to LiftFund may be doubled or possibly tripled. Some companies match gifts made by retirees and/or spouses, as well. If you have any questions about Employer Matching Gifts, please contact Donor Support at the bottom of this page.
  • Gifts of Stocks/Securities: If you have owned stocks or bonds for more than one year that have appreciated in value you may realize even greater tax benefits than making a  cash gift to LiftFund. You avoid paying capital gains tax on the appreciation, but the market value of securities is deductible (subject to applicable limitations). Stock held with a brokerage firm or bank trust department can be transferred directly from the custodian firm or financial institution to LiftFund’s account at Raymond James Financial by clicking on this link. If you have any questions about Gifts of Stocks/Securities, please contact Donor Support at the bottom of this page.
  • Donor Advised Funds (DAF): As a 501(c)(3) nonprofit organization, LiftFund can be a qualified recipient of grants from your donor-advised fund (DAF) held at a community organization or financial institution. If you have established a donor-advised fund with organizations such as the San Antonio Area Foundation, the Greater Houston Community Foundation, the Austin Community Foundation, or the Communities Foundation of Texas, among others, or a financial institution such as Fidelity or Charles Schwab to name two, consider recommending a grant to LiftFund. Contributions through your DAF can be initiated by contacting your fund advisor or using DAF Direct if you have an account with Fidelity Charitable®, Schwab Charitable® or BNY Mellon Charitable Gift Fund®.

    DAF Grants should be mailed to LiftFund, Development Office, 2007 W. Martin Street, San Antonio TX 78207. LiftFund is legally registered with the IRS with a tax ID (EIN) of 74-2712770. Note that it is important that your DAF donation to LiftFund includes your name and contact information so that we may acknowledge your intentions for your gift and for tax receipt purposes. If you have any questions about giving through a DAF, please contact Donor Support at the bottom of this page.

    You may also choose LiftFund to receive grants from your DAF in the future. You can name LiftFund as a beneficiary of your donor-advised fund and ensure that your philanthropy continues. You can update your beneficiary designation by contacting your financial institution (and in some cases, your community organization) and requesting the appropriate paperwork.

  • Individual Retirement Account (IRA) Charitable Rollover: Individuals 70½ and older can make a current gift of up to $100,000 from their IRAs without counting it as taxable income. No charitable deduction is taken, but distributions will qualify for all or part of the IRA owner’s required minimum distribution (RMD) and is a tax-wise way to support small businesses. Your contribution to LiftFund can be designated to technical assistance programs, the Dream Makers Fund or general operations. If you have any questions about IRA Charitable Rollovers, please contact Donor Support at the bottom of this page.
  • Gifts of Real Estate: You may make a donation of a property that you own outright and that meets certain qualifications to LiftFund. Donating real estate can provide certain tax and estate planning advantages. If you have any questions about Gifts of Real Estate, please contact Donor Support at the bottom of this page.
  • Make an Estate Gift through LiftFund Legacy: Did you know that in addition to the option of making immediate donations of cash, stocks and securities, real estate, and in-kind gifts that you can choose to make LiftFund – and the small business owners we serve – the beneficiaries of a portion of your estate plan? Learn more here.

Note: The information presented here is not intended as legal or tax advice. When making legal and financial decisions regarding your estate, it is important to consult with your attorney and tax consultant and to inform LiftFund and other charities of your plans once they are complete so that you may receive proper documentation such as acknowledgement of your intentions and tax information. For more information, please contact Donor Support at the bottom of this page.

Donor Support

Give us a call at (888) 215-2373 and press 6 for Donations and Investments, or connect with a team member directly:

Celina Peña
Chief Advancement Officer
cpena@liftfund.com

Linda Toyota
V.P., Community Engagement and Development ltoyota@liftfund.com

Dan Yoxall
V.P., Community Engagement and Development dyoxall@liftfund.com