Stock & Asset Giving
By Giving Differently.
Gifts of appreciated stock, securities, and other assets often allow donors to make a larger impact than a cash gift alone — while potentially reducing or eliminating capital gains tax.
More Ways to Invest in Students
Public stocks & mutual funds
Real estate
Business interests
Cryptocurrency
The Tax-Smart Way to Give
When you donate appreciated securities directly — rather than selling them first — you may avoid capital gains tax entirely while receiving a charitable deduction for the full fair market value of the asset. That means more of your gift reaches students, and less goes to taxes.
See the Difference It Makes
A donor holding $50,000 in stock originally purchased for $20,000 would owe capital gains tax on the $30,000 gain if sold first. By donating the stock directly, that tax is avoided entirely, and the donor may claim a deduction for the full $50,000 fair market value — while the Foundation receives the full amount to support scholars.
A Simple, Guided Process
Our development team works closely with you and your financial advisor to ensure every asset transfer is properly documented and directed exactly where you intend — toward scholarships, our endowment, or our area of greatest need.
Portfolio Can Fund a Degree.
Speak with our team today about transferring stock, securities, or other appreciated assets to support IDEA students on the path to graduation.
