Gifts of Stock & Other Major Gifts
Gifts of Stock
Giving appreciated securities or mutual funds is a fast and easy way to make a gift to Learning Ally, formerly Recording for the Blind & Dyslexic. Gifts of stock can be used to help us better serve the blind, visually impaired and learning disabled community, 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 Learning Ally, 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 Learning Ally 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 advancing student success among the visually and learning disabled.