Donating from an Investment Account
Valley Giving Guide makes it easy to support multiple nonprofits you care about with a single gift from your investment account. Even better, your donation will receive Bonus Pool dollars, providing additional support to the nonprofits you choose.
Here's how it works: You transfer appreciated stock or other eligible investments to the Valley Giving Guide brokerage account and tell us which participating nonprofits you'd like to support. We take care of the rest, including selling the investment and distributing the proceeds according to your wishes.
You'll receive one tax acknowledgment letter for your donation, making recordkeeping simple.
There are no fees for this service, so the full value of your gift goes to the nonprofits you select. And because your donation qualifies for a Bonus Pool boost, your generosity can go even further.
To learn more or request transfer instructions, contact Kristin Boyer, Director of Finance at kristin@bluemountainfoundation.org.