Donor Advised Funds, Stock Gifts, and Other Major Gifts

Donor Advised Fund (DAF)

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

What you do:

Recommend that a distribution be made from your donor advised fund for Learning Ally programs and services. The gift is then made in your fund's name.

While Learning Ally does not directly manage Donor Advised Funds, there are a number of financial institutions and community trusts that can assist you in establishing such a fund. Contributions and/or grants from your DAF can be made to multiple of charitable organizations of your choice and you receive many benefits including:
• An immediate tax deduction
• The flexibility of one source for your charitable giving, without the costs and administrative obligations of a private foundation
• More ongoing tax benefits with a donor advised fund than with a private foundation
• No start-up costs or administrative expenses

Legal Information and Tax ID

Jhara Navalo
Department of Philanthropy
Call: (212) 845-7006
Email jnavalo@LearningAlly.org
Learning Ally Tax ID: 13-1659345

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

Stock Donation Form:

Donor First Name:

Last Name:

Address:

City:

State:

Zip:

Email:

Phone:

Stock Company Name:

Stock Symbol:

Number of Shares:

Expected date of transfer:

Name of broker:

Broker’s phone number:

Brokerage firm:

Special notes:

Here are instructions for giving appreciated securities:

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

PNC Bank
Attn: Christine Olson
Phone: 412-762-8660
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.