Stock & Securities Donation

Donate Stock to Support Ukrainian Education

Q: How do I donate stock to TEEI?

You can donate appreciated stock directly to TEEI by transferring shares from your brokerage account to our account. Use our calculator to see your tax savings, then complete the donation form. We'll provide broker-specific transfer instructions.

Q: What are the tax benefits of donating stock?

When you donate appreciated stock held for more than one year, you can: 1) Avoid capital gains tax on the appreciation, 2) Deduct the full fair market value (up to 30% of AGI), and 3) Maximize your charitable impact since the full value goes to TEEI.

Q: How long does the transfer process take?

Transfer times vary by broker, typically 3-7 business days. Fidelity and Schwab are usually fastest (3-5 days), while full-service brokers may take 5-10 days. Use our deadline calculator to ensure your donation counts for the current tax year.

Q: What information do I need to provide?

You'll need: your contact information, stock ticker symbol, number of shares, cost basis (what you paid), purchase date, your tax bracket, and your broker information. Our calculator helps you gather all this information.

Q: Can I donate stock that has lost value?

If your stock has declined in value, it's usually better to sell it first to harvest the capital loss for tax purposes, then donate the cash proceeds. This way you get both the loss deduction AND the charitable deduction.

Q: What is the deadline for year-end donations?

Shares must be received in TEEI's brokerage account by December 31 to count as a deduction for that tax year. We recommend initiating transfers by mid-December to account for settlement times. Use our deadline calculator for broker-specific dates.

Q: Do I need to itemize to benefit?

Yes, you need to itemize deductions on Schedule A to claim the charitable deduction. However, even if you don't itemize, you still avoid capital gains tax by donating stock directly, which provides significant value.

Q: What if I exceed the AGI limit?

For appreciated securities, the deduction is limited to 30% of your adjusted gross income (AGI). Any excess can be carried forward for up to 5 years. Our calculator shows if you'll exceed the limit and how much you can carry forward.

Q: Will I receive a tax receipt?

Yes, you'll receive an official tax receipt within 48 hours of us receiving your shares. The receipt will show the fair market value on the date of transfer, which is your deductible amount.

Q: Can my financial advisor help with this?

Absolutely! We have a dedicated advisors portal with resources, EIN information, DTC numbers, and transfer instructions. Your advisor can help coordinate the transfer and ensure everything is done correctly.

Maximize your impact while minimizing your tax burden. Donating appreciated securities lets you avoid capital gains tax and receive a full fair market value deduction.

20,000+ Ukrainians Served

400+ Active Volunteers

$0 Capital Gains Tax

Why Donate Stock?

Avoid Capital Gains Tax

Skip up to 20% federal tax + 3.8% NIIT + state taxes on appreciated stock held over one year.

Full FMV Deduction

Deduct the full fair market value of your shares, not just what you paid for them.

Maximum Impact

Your full donation goes to supporting Ukrainian learners, with no portion lost to taxes.

See Your Savings

Our calculator shows exactly how much you save compared to selling and donating cash.

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How It Works

Calculate Your Savings

Enter your stock details and tax information to see your personalized tax savings.

Complete the Form

Provide your contact information and select your brokerage.

Initiate Transfer

Follow the broker-specific instructions to transfer your shares to TEEI.

Receive Your Receipt

Get your tax receipt within 48 hours of receiving your donation.

Transfer Instructions by Broker

Select your brokerage to see step-by-step transfer instructions.

Year-End Deadline Calculator

Find the latest date to initiate your stock donation for 2026 tax benefits

Select Your Broker:

Select your broker above to see your year-end deadlines

Settlement Calendar 2026

Visual guide to year-end donation deadlines

Select Your Broker:

Select your broker above to see the settlement calendar

Fidelity Investments

3-5 business days

DTC Number 0226

Account Name The Educational Equality Institute

Transfer Methods

Online Transfer Paper Form

Step-by-Step Instructions

Log in to Fidelity.com
Navigate to 'Accounts & Trade' → 'Transfer Securities'
Select 'Transfer to another firm'
Enter DTC number: 0226
Enter account number: PLACEHOLDER-FIDELITY
Enter account name: The Educational Equality Institute
Select shares and quantity to transfer
Review and submit

Fidelity typically processes transfers quickly. Call ahead if transferring more than $50,000.

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1-800-343-3548

Download Transfer Form

Tax Benefits at a Glance

Example: $10,000 Stock Donation

Original Cost Basis $3,000

Current Value $10,000

Capital Gains Tax Avoided ~$1,050*

Tax Deduction $10,000

*Assumes 15% federal capital gains rate. Your actual savings depend on your tax situation. Use our calculator for personalized estimates.

Your Impact

Enter a donation amount to see your impact

Ready to Support Our Mission?

Use our calculator to see your personalized tax savings, then complete the simple form to initiate your stock donation.

Calculate Savings Questions? Contact Us

Frequently Asked Questions

Everything you need to know about donating stock to TEEI

How do I donate stock to TEEI?

What are the tax benefits of donating stock?

How long does the transfer process take?

What information do I need to provide?

Can I donate stock that has lost value?

What is the deadline for year-end donations?

Do I need to itemize to benefit?

What if I exceed the AGI limit?

Will I receive a tax receipt?

Can my financial advisor help with this?

Still have questions?

Contact Our Team

Important Disclosure: This calculator provides estimates for educational purposes only and does not constitute tax, legal, or financial advice. Tax laws are complex and subject to change. Please consult a qualified tax advisor for guidance specific to your situation. The Educational Equality Institute (EIN: 84-2436832) is a registered 501(c)(3) nonprofit organization.

Donate Stock to Support Ukrainian Education