A smarter way to give, a stronger future for students.
Donating appreciated stock or mutual fund shares is a powerful way to support Junior Achievement of Southern California—and it may come with significant tax benefits. When you give securities directly, rather than selling them first, your gift may go further for both you and the next generation.
Benefits of Donating Appreciated Stock
Many donors choose to give stock instead of cash to support nonprofits like JA SoCal. Here’s why:
- You may be able to deduct the full fair market value of the stock (if held for over one year)
- You may avoid paying capital gains tax on the appreciated amount
- Your gift may allow you to give more at a lower net cost
- You’ll help us reach more students with high-impact programs
Disclaimer: Junior Achievement of Southern California does not provide legal or financial advice. We encourage you to speak with your financial advisor or tax professional to understand the full benefits and implications of donating stock based on your specific situation.
How to Donate Stock to JA SoCal
- Contact JA SoCal to let us know your plan to donate stock so we can provide our brokerage information and properly credit your gift.
Email: info@jasocal.org | Phone: 323-957-1818 - Instruct your broker
– Use the information we provide to transfer shares directly to JA SoCal’s brokerage account.
– Once initiated, please email us and let us know the anticipated transfer date - Notify us about the transfer
- Receive acknowledgment
Once the transfer is received and processed, we’ll send a confirmation letter that can serve as your tax acknowledgment.
Related Ways to Give
Give through a Donor-Advised Fund »
