Gifts of Stock

Giving appreciated securities or mutual funds is a fast and easy way to make a gift to Learning Ally, formerly Recording for the Blind & Dyslexic.

MAN RESEARCHING GRANT FUNDING ON A COMPUTER

Gifts of stock can be used to help us better serve the blind, visually impaired and learning disabled community

They can also help you

• diversify your assets, and
• minimize capital gains taxes.

It is almost always a better strategy to give appreciated securities directly to Learning Ally, rather than selling them and donating the proceeds of the sale. In fact, many donors find that the tax benefits associated with giving appreciated securities to Learning Ally actually allow them to increase the size of their gift. If you own securities that have lost value, you can sell the stock, take the capital loss deduction, and make a gift to advancing student success among the visually and learning disabled.

Here are instructions for giving appreciated securities:

Please instruct your broker to transmit the security directly from your account to:

PNC Bank

Attn: Dishil Patel
Phone: 404-495-6410
Email: dishil.patel@pnc.com
Fax: 800-449-7382
DTC #:  2616
Account Number: 21-42-001-1102314
Learning Ally Tax ID: 13-1659345

If Learning Ally’s account number is not on the transfer it will be returned to the donor by PNC. Learning Ally is recognized as a 501(c) 3 charitable organization by the Internal Revenue Service.

If Stock is transferred,

We ask that you please let us know in advance so that the gift will be properly acknowledged when received.

You can fill-out the online form provided or you can contact Jhara Navalo, Director of Member Engagement, by email: jnavalo@learningally.org.

You can also download Stock Donation Form , and mail to Learning Ally:

Attn: Gift Entry
Learning Ally
20 Roszel Road
Princeton, NJ 08540

If you have any questions, email: jnavalo@learningally.org or call: (800)221-4792.

Donor Advised Funds

A convenient and flexible way to manage your charitable giving and a cost-effective alternative to establishing a private foundation.

Gifts of Stock

Giving appreciated securities or mutual funds is a fast and easy way to make a gift to Learning Ally

Become an Education Advocate

Join a special group of people who donate each month to bring life-changing solutions to millions of struggling readers.

Designing Your Own Fundraiser

Bring your unique perspective to helping struggling readers. Create your own event and raise funds to support kids. Invite your friends and family to join you in supporting student success!

Honor Someone Special

Celebrate and pay tribute to a friend, loved one, mentor or teacher with a special gift in his or her name. Send an E-card or have Learning Ally send a special notification card by mail.

Establish Your Legacy

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Sponsor a Student

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Double Your Impact

Many companies will match your contribution. See if your employer will match your gifts to Learning Ally to further support our students’ success.

Learning Ally is a national nonprofit 501(c)(3) tax exempt organization, ID: 13-1659345. We are proud to be recognized at the highest levels by various charity compliance authorities Charity Navigator, Guidestar (Candid), and BBB. Get Involved!

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