Give Stocks/Mutual Funds
World Education accepts donations in the form of stocks, bonds, or mutual fund assets.
You can transfer ownership of appreciated securities owned for at least one year to World Education and receive a deduction for the average value of the security the same day.
You would benefit by having your gift at fair market value (including the appreciation) to determine your charitable deduction.
When the security is sold by World Education, neither you nor we will have to pay capital gains tax. For gifts of publicly traded securities, you may deduct up to 30 percent of your adjusted gross income on your federal income tax return. If you cannot take the entire deduction in the first year because of this limitation, you may carry the balance forward into the next five years.
To discuss making a donation of stock or mutual funds to World Education:
Please call 617-482-9485
or email firstname.lastname@example.org.