Gifts of Stock

Charitable contributions are a great way to benefit nonprofits with the added perk of a tax deduction. When you give stock, not only does it save you money by giving you a tax break, but also makes your dollar go further and gives EB more funding. Learn more here.

Benefits of Donating Stock

Let’s imagine an example. You purchased 1,000 shares a few years ago at $3 per share.Your total cost basis is $3,000.Now consider that this stock has appreciated greatly over time and is now worth $30 a share. Your fair market value of these shares is now $30,000. You are planning on donating to EB by selling some of this stock and giving the cash proceeds. Assuming a capital tax gains rate of 15%, the appreciation of your stock would create a $4,050 tax liability. In this scenario, you would only be able to donate $25,950.

Now let's consider a direct contribution of stock to EB: You might be able to eliminate your capital gains tax exposure while claiming a deduction for the full amount of the $30,000 gift, thereby saving you further on taxes (assuming itemized deductions).
As you can see, donating stock directly saves you money and is good for EB! Plus, it’s easy to do! Download this form, fill it out yourself or ask your broker to do so, and send it back to developmentteam@eb.org! For more information, contact Development Assistant and Database Manager, Véronique Jordan at vjordan@eb.org.

All Are Welcome! (Anti-Discriminatory Policy)

Ecole Bilingue de Berkeley does not exclude from participation in, deny the benefits of, or subject any individual to discrimination on the basis of race, nationality, ethnicity, gender, sexual orientation, socioeconomic status, or religion. This policy applies to all programs, services, and facilities, including applications, admissions, and employment.