Gifts of Stock and Appreciated Assets

Acton’s investment thesis is that the power of entrepreneurship—by delivering superior results and driving down the price of education—is the fastest way to deliver an exit option from traditional schools to millions of families looking for something better for their children.

To make a gift of securities, please contact David Kirby at david@actondc.org or 202.255.2503.


Gift of Appreciated Securities — How It Works

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  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Acton Academy Foundation.

  • Acton Academy Foundation sells your securities and uses the proceeds for our programs.

Benefits of Gifts of Securities

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).

  • You pay no capital gains tax on the transfer when the stock is sold.

  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Tax-Deductible Sponsorships

Acton Academy Foundation is a 501(c)(3) nonprofit organization. Contributions to Acton are tax deductible to the fullest extent of the law. You can find Acton’s IRS 501(c)3 letter here. Acton’s tax ID number is 47-4108671.

Thank you for your support!

Thank you for being part of the Acton community of innovators, entrepreneurs, and supporters! If you have questions or would like additional information, please don’t hesitate to reach out to David Kirby at david@actondc.org or 202.255.2503.

All the best,

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David Kirby & Nicole Spencer
Cofounders and Parents