Donors :: Give to JA
Donate stock or assets
Many donors choose to make gifts to JA using long-term appreciated stocks and mutual funds due to the tax advantages associated with such gifts that are outlined below.
For your convenience, JA offers you the option of transferring stock to help facilitate this decision.
Before you make a gift of appreciated securities, however, you should consult your financial planner or tax advisor to determine how the potential tax advantages apply to your specific situation. Should you decide to move forward with your decision, contact your local office for more information.
Below are some of the benefits available to you when making a contribution of stock or asset:
- Avoiding federal and state tax on the capital gain.
- Receiving an income tax deduction (federal and most states) for the full market value of your gift if you itemize deductions on your tax return and have held the assets one year or longer.
- Making a larger gift at a lower original cost to you.
"I would like the business people of tomorrow to experience the positive influence of JA like I did at Boston Latin School and as a sponsor at the Gillette Company. For that reason, I have committed endowment funds to make certain that JA programs at my high school alma mater runs forever free of funding fluctuations. I encourage others to do the same for their schools." -- William Schawbel, The Schawbel Corporation