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
Get Involved with Junior Achievement!
Select a button below to see how you or your organization can get involved with Junior Achievement of the Heartland.