Major and Planned Giving | Gifts of Stock
Discover everything you need to build relationships with your station’s most generous donors, including proven resources for moves management and step-by-step guides to prepare you for the ask.
All Tags in Major and Planned Giving
“SECURE Act 2.0” Offers New Opportunity for Charitable Gift Planning
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How to Market Stock Gifts
Make sure your donors are informed about the opportunity to give securities.
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How to Receive Gifts of Stock
Ensure that you know what is necessary for your donors and your staff to feel great about stock gifts.
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Gifts of Stock Toolkit
Tips and tools to help your station secure gifts of stock. Our toolkit includes a primer on the basics, sample scripts, acknowledgments, and how-to sample web copy.
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Be Ready to Accept Stock Gifts
Set up the policies procedures that make it easy for donors to give stock.
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Year-End Donation Receipts and Tax Statements
Understand your IRS obligations for year-end tax receipts and download sample letters and email copy.