Gifts of stock can be used to help us better serve the special education homeschooling families, and can also help you —
• diversify your assets, and
• minimize capital gains taxes.
It is almost always a better strategy to give appreciated securities directly to SPED Homeschool, rather than selling them and donating the proceeds of the sale. In fact, many donors find that the tax benefits associated with giving appreciated securities to SPED Homeschool actually allow them to increase the size of their gift. If you own securities that have lost value, you can sell the stock, take the capital loss deduction, and make a gift to empower families to homeschool their children with special educational needs.
Please note that it is the policy of SPED Homeschool to liquidate all stock donations upon receipt. Donations can be made to the general fund (default) or can be designated by the donor for a specific SPED Homeschool program.
If you would like to make a stock donation to SPED Homeschool, download this simple form and email the completed document to firstname.lastname@example.org
stock donation form
Donor Advised Funds
A convenient and flexible way to manage your charitable giving and a cost-effective alternative to establishing a private foundation.
What you do:
Recommend that a distribution be made from your donor advised fund for SPED Homeschool programs and services. The gift is then made in your fund’s name.
While SPED Homeschool does not directly manage Donor Advised Funds, there are a number of financial institutions and community trusts that can assist you in establishing such a fund. Contributions and/or grants from your DAF can be made to multiple charitable organizations of your choice and you receive many benefits including:
- An immediate tax deduction
- The flexibility of one source for your charitable giving, without the costs and administrative obligations of a private foundation
- More ongoing tax benefits with a donor advised fund than with a private foundation