Unlocking Stock Gifts: A Toolkit for Nonprofits On-Demand Webinar скачать в хорошем качестве

Unlocking Stock Gifts: A Toolkit for Nonprofits On-Demand Webinar

Much of the wealth in the U.S. is tied up in noncash assets like stocks. Yet most nonprofits focus almost exclusively on cash gifts. Plus, these non-cash donations, such as donations of stocks, QCDs, etc., can have some great tax benefits for the donor. The good news? Accepting stock gifts doesn’t have to be complicated. And you don’t need a whole new campaign to find them. With the right systems in place, your nonprofit can start attracting these types of larger, more tax-efficient gifts that some donors actually prefer to give. In this free webinar, Carnegie Investment Counsel’s Chris Carey (VP, Portfolio Manager) and Megan Lencoski (Nonprofit Development Specialist) break down everything you need to know to start accepting and promoting stock donations with confidence. You'll learn about: -Why stock gifts matter: how they differ from cash and the tax benefits for donors. -Who to focus on: donor profiles more likely to give stock and how to engage them. -How to get started: opening a brokerage account, creating policies, and setting up internal processes. -How to communicate stock gifts: sample donor language, appeal examples, and website CTAs. -Tools you can use right away: templates and resources that make the process simple. Timestamps: 00:00 - Welcome! 04:02 - What we will cover 05:37 - Who we are 08:53 - Difference between stock & cash gifts 12:57 - Tax benefits of donating securities 19:10 - Who is most likely to gift securities? 32:07 - How to start accepting stock gifts 34:33 - How to communicate that you accept stock gifts 47:12 - Resources to get started 49:38 - Q&A 58:02 - Wrap up & upcoming webinar info