Training recording

Timely Tax-Savvy Giving with Stock Transfers

 

 

Highlighting the tax benefits of stock giving can significantly increase charitable interest. According to Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, when nonprofits lead with tax savings, 50% of donors show more interest in making a gift! Tax season is the perfect opportunity to educate donors on tax-smart giving and motivate them to give early.

 

By the end of this training, you will be able to:
  • Recall important statistics around tax-season giving
  • Explain why making a stock gift is one of the tax-savviest ways to give
  • Easily execute a Tax Season campaign to grow your stock gift pipeline
  • Drive stock giving growth with three simple steps

 

View our other past trainings or nonprofit resources.

2021 stock report