Stock, DAF and IRA Donations

We can accept donations of stocks, bonds, mutual funds and much more. See below for details. 

Transfer stocks, bonds, or mutual fund shares

• You’ll receive a tax deduction for the full market value of your gift while avoiding capital gains taxes. The SPTO will sell the securities and use the tax-free proceeds to immediately benefit the school.
• How? Contact sptocotreasurer@gmail.com to get the account information needed to donate stocks and securities.
• Psst.... this is a great opportunity to make grandparents aware of!

Do you (or a relative) have a Donor-Advised Fund (DAF)?

• You can name the SPTO as a beneficiary of your fund, or give directlly from your DAF.
• When giving from a DAF, you may ask the fund to disclose your contact information so we may properly acknowledge you. 

Know someone who needs to make minimum distributions from an IRA (like a grandparent)? 

•  Individuals who are 70½ or older can donate directly from a retirement account (traditional IRA, rollover IRAs, and inactive SEP or SIMPLE IRAs) to SPTO using a Qualified Charitable Distribution (QCD)
• Here's more information