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.

 

More than $230 billion sits in donor-advised funds (DAFs) across the U.S.—charitable dollars that have already been set aside, but haven’t yet been put to work. Many families right here in Solana Beach and Carmel Valley—including parents, guardians, grandparents, and extended family and friends—have DAFs through Fidelity, Schwab, Vanguard, or community foundations. By recommending a grant to the Solana Beach Schools Foundation today, you’ll turn unused charitable funds into real opportunities for every student across six schools in the Solana Beach School District. It’s a small step that makes a big difference.

 

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.