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Stock Donations

Giving stock doesn't just help Lafayette children. It also helps you.


If you are trying to reach a certain giving level, donating stock gives you the option to hit the goal without simply writing a check. For instance, reaching a $10,000 annual giving goal becomes easier by pairing a $5,000 cash gift with $5,000 in stock.


A gift of appreciated stock can benefit you in two ways: you receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

If a gift of stock to LPIE would suit your philanthropic goals, follow the easy steps below.

1.

Supply Lafayette Partners in Education with:

  • Donor Name

  • Stock Name and Number of Shares

  • Approximate Date of the stock transfer

          fundraising@lpie.org

          PO Box 923, Lafayette, CA 94549

2.

Transfer stock to:

Broker: SANFORD C. BERNSTEIN & CO., LLC. 

DTC #: 0013 

Account Name: LAFAYETTE PARTNERS IN

         EDUCATION – RESERVE 

Account Number: 033-98259 

Note: Insert Donor Name Here (without this information or direct notification from you, we may be unable to identify the donors of certain securities) 

Bernstein Contact Information: James Lloyd at 415-217-8035 

 

3.

See the impact of your donation

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