DAF and Appreciated Stock Donations

What is a Donor-Advised Fund?

A donor-advised fund (DAF) is a simple, tax-efficient way to make a lasting charitable impact. By contributing to a DAF, you can receive an immediate tax deduction, allow your charitable assets to grow tax-free, and recommend grants to nonprofits over time—providing flexibility and greater impact on your philanthropic journey.

 

How to Give through Your DAF

1. Log in to your DAF provider: (Fidelity, Schwab, Vanguard, etc.)

2. Search for: Solana Beach Schools Foundation (EIN: 33-0206854)

3. Choose your gift amount and submit the grant.

4. Optional note: “For Discovery Labs/Enrichment”

5. Notify Us: Please email or call us at executive.director@sbschoolsfoundation.org, 858.794.7180 so we can acknowledge and put your gift to work quickly.

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Appreciated Stock Donations

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Donating appreciated stock is a tax-efficient way to give. By transferring shares directly, you can avoid capital gains tax and deduct the full fair market value of the stock.​​

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How to Make Your Stock Gift

1. Contact Your Broker: Inform your financial advisor that you wish to make a charitable transfer of securities.

2. Provide Transfer Details: Instruct your broker to transfer the specified shares directly to our brokerage account using the details below:

   • Brokerage Firm: JP Morgan Chase / Account of Charles Schwab

   • Account Name: Solana Beach Schools Foundation

   • Account Number: 59385380061345737

   • DTC Number: 0164

3. Notify Us: Please email or call us at executive.director@sbschoolsfoundation.org, 858.794.7180 to notify us of the transfer. Provide the stock name, ticker symbol, and number of shares so we can properly identify and credit your gift once it arrives.