Gift of Stock
Do you have appreciated stock?
A Smarter Way to Give
Donate stock directly to Oxbridge Academy for tax benefits and higher charitable impact. Click on the left button below to begin the process. Once the form is complete, you will automatically be taken to a new webpage with the information you need to have the stock sent to the Oxbridge Academy account at First Republic Investment Management.
If you are not ready to give today but are interested in learning more about the advantages of the gift of stock, click on the right button below. Complete this short form, and a member of the development team will reach out to further discuss.
Need immediate assistance? Please contact Scott Siegfried, Director of Advancement, at 561.972.9657 or ssiegfried@oapb.org.
Why charitable stock gifts may be right for you?
If you donate appreciated stock directly to Oxbridge, you do not incur capital gains tax. When you give a gift of appreciated stock, it’s both fully tax deductible and more 30% more valuable than if you sold it and donated the after-tax earnings. It’s a no-brainer, win-win way to support Oxbridge.
Do the math on the donation of appreciated stocks:
*Based on a 23.8% long-term capital gains tax rate, holding stock at least one year, and assuming initial stock value of $15,000.
| Cash (after sale of stock) |
Donated Stock | |
|---|---|---|
| Current Value | $50,000 | $50,000 |
| Capital Gains Tax | $8,330 | Not applicable ($0) |
| Final Amount | $41,670 | $50,000 |
| Amount Charity Receives | $41,670 | $50,000 |
| Amount You Can Deduct | $41,670 | $50,000 |
Please note: Oxbridge Academy cannot give you tax advice and we recommend you speak with your accountant to review your tax situation to determine any tax implications of a stock gift.