Using Stock for Charitable Giving | Sharpe Group
Posted September 10th, 2014

Using Stock for Charitable Giving

The stock market is at an all-time high. Did you know that many donors gain significant tax benefits by gifting long-term appreciated stock instead of cash?

Now is the time to educate them about their options. Many charities receive roughly 40 percent of their yearly fundraising totals in the final weeks of the year. And not every donor realizes that using stock for charitable giving might save them a lot of money.

Guiding donors through their options is time consuming, so we recommend creating your year-end giving plan each September for implementation during October and November. The year-end giving season is critical to most nonprofits, so don’t miss out on this opportunity.

If you need assistance, Sharpe Group makes it easy to contact your donors with four specially designed year-end giving brochures. They’re a cost-effective way for you to sweep your mailing list while reminding your donors to keep your organization top of mind as they plan their year-end giving.

We’ll customize them for you to use:

  • As an integral part of your regularly scheduled year-end appeal
  • As an effective addition to a gift acknowledgment package this fall
  • As a convenient way to contact younger donors at least once a year

Review designs or place your order directly from our website, or contact us to talk with one of our consultants.

Your donors are thinking about making charitable gifts now. Help them explore using stock for charitable giving, along with other options like gifts from retirement plans and bequests.

Print Friendly, PDF & Email

Leave a Reply

Your email address will not be published. Required fields are marked *

Sharpe Group Blog