DONATE STOCKS, ETF, AND MUTUAL FUNDS

There are two benefits if you donate appreciated securities to Aragon High School PTSO (EIN: 26-0186824). First, you avoid paying capital gains taxes on the amount of the appreciation. Second, you can still deduct the total amount of the stock's current value as a charitable income tax donation. Please consult your tax professional for advice.

 

Note: Many corporates support Stock Donations as eligible donations for Corporate Match. As the corporate match would double the impact of your donation, please check with your company for the match eligibility and guidelines. You can use the search below to find the details and contact information.

 

 

 

DONATE IN TWO STEPS

 

STEP 1:

 

 

STEP 2: (Do one of the following: A, B, or C)

 

A) There are two processes involved. First, "complete this form (option 1)" and email/fax it to Stock Donator, Inc. Then contact your brokerage firm and donate stocks to the organization account listed under the section "option 1" in the same form.

 

OR

B) "Complete this form (option 2)" and email/fax it to Stock Donator to share your brokerage firm details with the Stock Donator. Stock Donator will contact your brokerage firm and complete the transfer process.

 

OR

 

C) "Complete the request online here" at the Stock Donator website to share your brokerage firm details with the Stock Donator. Stock Donator will contact your brokerage firm and complete the transfer process.

 

 

If you have any questions or need help with the process, please contact the PTSO treasurer at Treasurer@aragonptso.org.