A Tax-Smart Way to Support Education
Donating appreciated stocks, bonds, or mutual funds is one of the
most tax-efficient ways to support WISE Zambia’s mission of expanding educational opportunity
for talented students across Zambia.
Donating appreciated stock is often one of the most powerful ways to give. By donating shares
instead of selling them, you may avoid capital gains tax and make a larger gift at the same cost.
Why Donate Stock?
Avoid Capital Gains Tax
When you donate appreciated shares directly instead of selling them, you typically do not pay
capital gains tax on the increase in value.
Receive a Charitable Deduction
If you itemize deductions, you may be able to deduct the full fair market value of the shares (for
securities held longer than one year).
Result:
More of your investment supports students rather than taxes. Your gift helps support
scholarships, libraries, computer labs, and the new WISE Zambia STEAM Centre in Kaoma,
expanding science and technology education for rural students.