Ways to Donate

Laying the Cornerstone for our Children's Future

STOCKS & MUTUAL FUNDS

Gifts of Stock & Mutual Funds

Donating appreciated securities, such as stocks or mutual funds, is a powerful way to turn Investments into opportunities for students. Instead of selling these assets and paying capital gains taxes, you can donate them directly — creating significant tax advantages while making a lasting difference for students in the Upper Valley.

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Publicly Traded Stock

What it is: Shares in companies that are bought and sold on the open market (e.g., Apple, Disney).

Mutual Funds

What it is: A collection of stocks or bonds that are pooled together (e.g., Vanguard 500 Index Fund, Fidelity Growth Fund).

Privately Held Stock

What it is: Shares in a business that aren’t traded on a public exchange.

Interested in learning more?

We’ll work with you and your financial advisor to make the process simple. To get started, please contact Rick Peck at [email protected], or complete this

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