Stock Gift

The gift of an asset, often common stock or mutual fund shares, is a valuable way to make a contribution to Junior Achievement. Donating stocks or bonds invests in the future of our youth and has benefits such as charitable tax deduction and a reduction of capital gains tax that would be due if you sold the securities.

You will receive an immediate income tax deduction for the fair market value, no matter what you originally paid for them. You will pay no capital gains tax on the transfer, and giving appreciated stock may be more beneficial to you than giving cash. Donors who choose to give appreciated assets such as stocks or other securities can claim the full market value of the securities as a deduction in the year of the gift, thereby eliminating capital gains taxes on long-term holdings.

We’ll put your stock donation to work quickly – we do not hold your stock, but rather sell it immediately and put the proceeds to work supporting local students. Download a stock transfer form here.

Questions? Contact LaChelle Williams, SVP of Development, at 651.255.0031 or lachelle@jaum.org.