Giving Stocks

Did you know donating with appreciated stock has significant benefits?

You don’t pay capital gains tax when you make a stock transfer directly to SPARK. You qualify for a tax-deduction based on the fair market value of the stock if you have held your stock for over a year.

To make a gift of stock, simply:

1)    Complete the stock transfer notification form

2)    Email the completed form to presidents@SPARKschools.org, OR mail it to:

SPARK Attn: Stock Transfers 230 Doherty Drive Larkspur, CA 94939

3)    Ask your broker to transfer the shares to SPARK’s Charles Schwab account.

All transferred stocks will be recorded and valued on the date the donor relinquished control of the asset in favor of SPARK.

Because Schwab does not attach donor names to the transfers, it is critical that the donor submit a completed stock transfer notification form to SPARK, as mentioned above.  This will allow SPARK to monitor the account for receipt of the transfer and credit the correct family for the gift.

Questions? Please contact us at presidents@SPARKschools.org

Thank you very much for your support!