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Your Guide to Donating Stock or Mutual Funds to Educate USA

Make a larger impact while maximizing tax benefits.

Why Donate Stock or Mutual Funds?
Support Educate USA’s Mission in a Smarter Way
By donating appreciated assets like stock or mutual funds, you can:

  • Increase Your Impact: Avoid capital gains taxes and donate more.
  • Optimize Your Taxes: Receive a charitable tax deduction for the full market value of your gift.
  • Empower Communities: Help us provide education, job training, and resources to underserved families.

How It Works

  • Transfer Stock or Mutual Funds: Contact your financial advisor or brokerage firm to initiate the transfer.
  • Use Educate USA’s brokerage account information (see below).
  • Notify Educate USA: Let us know about your gift so we can confirm receipt and provide an acknowledgment for your tax records.
  • Enjoy Tax Savings: Consult your tax advisor to claim your charitable deduction and avoid capital gains taxes.
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Stock Transfer Details

Educate USA Brokerage Account Information

  • Brokerage Firm: Morgan Stanley
  • Account Name Incorporation: Educate USA
  • Account Number:
  • DTC Number:
  • Tax ID/EIN: 93-3813951

Example of Tax Benefits

Jane owns 100 shares of stock valued at $10,000, which she originally purchased for $5,000.

  • Option 1: Sell the Stock and Donate Cash
  • Jane pays $1,000 in capital gains taxes (20% on the $5,000 gain).
  • After taxes, she donates $9,000.
  • Option 2: Donate the Stock Directly
  • Jane avoids all capital gains taxes.
  • She donates the full $10,000 and receives a tax deduction for that amount.

Result: Jane’s donation is $1,000 larger, and her tax deduction is higher!

Contact Us

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