Donate Appreciated Stock

Benefits of Donating Appreciated Stock

Many donors choose to give stock instead of cash to support nonprofits like JA of the Heartland. Here’s why:

• You may be able to deduct the full fair market value of the stock (if held for over one year)
• You may avoid paying capital gains tax on the appreciated amount
• Your gift may allow you to give more at a lower net cost
• You’ll help us reach more students with high-impact programs

 

How to Donate Stock

1. Contact your broker/financial advisor and provide them with the below information:

DTC 0015 Morgan Stanley
Account name-Free Enterprise Foundation, Inc.
Account number 345227841
If you have any questions, you can reach out to Linda Wood with Junior Achievement at linda.wood@ja.org or Allie Girardin with Morgan Stanley at 563-344-4327.

2. Once initiated, please email us and let us know the anticipated transfer date and the number of shares

3. Receive acknowledgment--Once the transfer is received and processed, we’ll send a confirmation letter that can serve as your tax acknowledgment

Contact us about this opportunity

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Donor method I'm interested in learning more about

   Legacy Giving
   Free Enterprise Foundation
   Donate Using Your DAF
   Donate Appreciated Stock

 

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