Support The American College of Financial Services with a gift that aligns with your financial goals and maximizes tax benefits. Both cash gifts and gifts of long-term appreciated securities offer flexible, tax-efficient ways to contribute to our mission.
Option 1: Cash Gift
A cash gift is a simple and direct way to support The American College of Financial Services and make an immediate difference. Cash gifts provide valuable flexibility, allowing us to put your support to work right away.
- Immediate Tax Deduction: In the year of your gift, you may claim an income tax charitable deduction for the full amount of your gift, subject to IRS limitations. You can carry forward any unused deduction for up to five additional years.
- Ease and Flexibility: You can make a cash gift as a one-time donation or set up recurring contributions to sustain ongoing support.
- Direct, Immediate Impact: Your cash gift provides essential funding that allows The American College of Financial Services to meet its most pressing needs.
Option 2: Gift of Long-Term Appreciated Securities
Donating long-term appreciated securities, such as stocks, bonds, or mutual funds, can provide significant tax advantages. Gifts of these assets can help you avoid capital gains taxes while supporting The American College of Financial Services with a gift that costs you less.
- Avoid Capital Gains Taxes: When you donate appreciated securities, you can avoid paying capital gains tax on the appreciation, which can significantly reduce the cost of your gift.
- Fair Market Value Deduction: As long as you have held your securities for more than one year, you may take a charitable deduction for their fair market value at the time of your gift, subject to IRS limitations. You may carry forward any unused deduction for up to five additional years.
- Enhanced Impact: By donating securities directly, your gift can be larger than if you sold the securities and donated the after-tax proceeds, maximizing your impact on The American College of Financial Services’s mission.
How to Make a Gift
- For Cash Gifts: You can donate online, by check, or set up a recurring gift through our website to provide ongoing support.
- For Gifts of Securities: Contact your broker to arrange a transfer of appreciated securities directly to The American College of Financial Services. Please let us know about your planned gift so we can assist with the transfer.
Consult with Your Advisors
We encourage you to speak with your financial and tax advisors before making a gift. Both cash gifts and gifts of appreciated securities offer unique advantages, allowing you to support The American College of Financial Services in a way that aligns with your financial and philanthropic goals.
Thank you for considering a generous gift to help sustain The American College of Financial Services.
Education Focused
The Source for Best-In-Class Knowledge
Formed from expert thought leaders in the field and backed by the best-in-class knowledge and know-how of The College, the Center offers information, programs, and education that focus on this underrepresented but growing part of our communities.
About the ChSNC®
Specialized Knowledge Focused on Solutions
The ChSNC® Program is designed to provide financial professionals with the specialized skill and advanced knowledge to champion individuals living with disability, their caregivers, and families with honesty, ethics, and compassion.
A Growing Need
26%
Of adults have some type of disability.1
85%
Of caregivers have no plan to address physical, emotional, and financial responsibilities.2
62%
Of caregivers report feeling overwhelmed by financial stress.2
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The information provided on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. We encourage you to consult with your attorney, financial advisor, or tax professional before making any estate planning decisions.
Our Partners in Philanthropy
Center Founding Partner & Sponsor
National Strategic Philanthropic Partners
National Philanthropic Partners
1 CDC.gov. Disability Impacts All of Us. September 16, 2020.
2 Fidelity Investments®. American Caregivers Study. 2021.