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.

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.

Stock Donation Form: