Gifts of Stock or Securities

Enhance Your Giving Impact with Gifts of Stock or Securities

A gift of stock or securities is an impactful way to support The Hope School Foundation, with the potential to offer both significant philanthropic impact and potential tax benefits.

Why Consider Donating Stocks or Securities?
  • Tax Efficiency: By donating appreciated stocks or securities you’ve held for over a year, you can potentially avoid paying capital gains taxes. This makes it more tax-efficient than selling the assets and donating the cash proceeds.
  • Enhance Your Contribution: Your donation often allows you to make a more significant gift than selling the stocks and donating the cash proceeds due to the savings on taxes.
  • Simple Process: Transferring your stock or securities and investments is straightforward, and we’re here to help guide you through every step.
  • Long-Term Support: Your contribution provides us with essential resources to continue and expand our mission of helping each person with intellectual or developmental disabilities reach their individual potential.
Couple discussing gifts of stock with a licensed financial advisor
Young couple discussing how to gift stocks as a charitable contribution
How to Get Started
  1. Consult Your Financial Advisor: Understanding your donation’s potential tax benefits and implications is essential. Always discuss your intentions with your financial advisor, who is familiar with your unique position, before making any decisions.
  2. Initiate the Transfer: Contact your broker to transfer your stock or securities directly to The Hope School Foundation. We can provide you with all the necessary details to facilitate this transfer.
  3. Inform Us of Your Gift: Please inform us about your generous donation. This enables us to acknowledge your gift promptly and provide you with the necessary documentation for your tax records.
Your Impact Through Stocks and Securities

Your generosity will have a profound impact on the communities Hope serves. We are immensely grateful for your consideration to support The Hope School Foundation in this unique and valuable way.

Smiling boy with autism standing in front of a playground holding a flower

For more information, please contact:

Jodi Ogilvy
Chief Communications & Development Officer
217-585-5437 ext. 30407
email

Lisa Sander
Development Manager
217-585-5437 ext. 30100
email

Other planned giving opportunities

This information is for general informational purposes only and should not be considered as financial, legal, or tax advice. You should consult with your financial advisor, tax consultant, or legal counsel to understand the implications specific to your financial situation before making any charitable contributions. Hope School Foundation is not responsible for any actions based on this information and does not provide tax, legal, or accounting advice.