Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange traded funds because it can have a large impact on our mission, while maximizing your potential tax benefits by avoiding paying tax on capital gains.
If you would like to transfer your appreciated assets you can:
Use our online tool to walk you through the process in less than 5 minutes. Use the drop-down menu to select The Learning Source.
Access our transfer information and work directly with your broker to transfer your stocks.