Stocks and Securities

A Donor-Advised Fund, or DAF, is a charitable giving account that you establish with a financial advisor or through a community foundation. It is an investment tool that allows you to create a personal charitable giving account with the assets you have on hand and donate them to the causes of your choice later. As a 501©3 organization, the Northshore Schools Foundation is eligible to receive gifts from DAFs.

How It Works
Stocks and Securities

Gifts of appreciated securities may be an attractive gift. They offer tax advantages while providing opportunities to students during your lifetime. The Northshore Schools Foundation can help ensure that your gift supports your wishes.

How It Works

1. There are two options. One, you send unendorsed stock certificates by registered mail to our office. Or you instruct your broker to make the transfer from your account to our account.

2. You receive a federal income-tax deduction for the full fair-market value of the securities. You also avoid long-term capital-gain tax on any appreciation in the value of the stock.

3. Northshore Schools Foundation may keep or sell the securities.

Questions? Contact us at legacy@nsdfoundation.org to assist you or to learn more about gifts of stocks and securities or other options.