Stop Leaving Money on the Table: Accept Stock Gifts in 30 Days
Did you know 100 million Americans own stock? And 99% of major donors own stock?
Yet most small and mid-size nonprofits don’t accept stock gifts because they assume it’s
complicated, requires expensive lawyers, or only works for huge organizations.
Wrong on all three counts.
Setting up stock gift acceptance takes less than 30 days, costs nothing (use free brokerage
accounts), and works for organizations of ANY size. The payoff? Average stock gifts are $8,500
compared to $128 for cash – that’s 66 times larger.
Join Amy Sexton Stanislavski, CFRE, for this practical, action-oriented FREE webinar that walks
you through everything you need to accept stock gifts and cultivate Donor-Advised Fund (DAF)
relationships.

WHAT YOU’LL LEARN:
The Numbers That Matter: Stock gifts are up 20% year-over-year. DAFs hold $234+ billion.
Your donors are ALREADY giving this way – just not to you (yet). Learn why this is the fastest growing giving vehicle in philanthropy.
The Double Tax Benefit: Donors who give appreciated stock avoid capital gains taxes AND get
a full charitable deduction for market value. This is a win-win that makes stock gifts more
attractive than cash for affluent donors.
5-Step Setup Process: (1) Open free brokerage account with Fidelity, Schwab, or Vanguard (2)
Get DTC number (3) Create simple gift acceptance policy (4) Make instructions available to
donors (5) Monitor account daily. Takes 2-4 weeks total.

How to Promote Stock Gifts: Learn exactly what to say in appeals, on donation forms, and in
personal conversations. Includes email templates and website copy examples.
DAF Cultivation Strategy: Donor-Advised Funds are sitting on $234+ billion. Learn the simple
question to ask every major donor: “Do you have a Donor-Advised Fund?” Plus: How to make
DAF giving easy with your EIN and online grant recommendation forms.
Real-World Case Study: Amy shares how one client set up stock acceptance and went from $0
in stock gifts to $203K annually within 3 years – same donor base, just different giving vehicles.
INCLUDES: Free Stock Gift Acceptance Checklist (downloadable step-by-step guide)
WHO SHOULD ATTEND: Executive Directors, Development Direc

WHEN: Wednesday, February 5, 2026 | 2:00 PM – 3:00 PM EST
COST: 100% FREE