Make stock giving simple for your team AND your donors. This bundle pairs a plain-English staff training guide with a ready-to-brand donor education flyer, gift instructions, and gift form — everything you need to launch or grow a stock giving program without starting from scratch.

What's Included:

📘 Stock Giving 101 Guide (5 sections) Your internal cheat sheet for understanding and talking about stock gifts:

Publicly traded vs. closely held stock — what's easy to accept and what to watch for Why accepting stock benefits your nonprofit (tax advantages, donor base growth, cash flow) Why donors are motivated to give stock instead of cash, with a clear side-by-side visual Capital gains tax explained simply — so you can explain it to your board or your donors A step-by-step checklist for standing up a stock giving program, plus a rundown of brokerage vs. liquidation platform options (Schwab, Fidelity Charitable, Infinite Giving, FreeWill, Stock Donator)

💌 Editable Donor-Facing Stock Gift Kit (fully customizable in Canva)

"The Value of Donating Stock" flyer — donor testimonial layout, benefits list, and a side-by-side tax scenario breakdown you can swap in your own numbers Gift of Securities Instructions — a ready-made letter template donors can send straight to their broker Gift of Securities Form — a fillable form so your donors can notify you of incoming stock gifts for accurate acknowledgment

Every donor-facing page uses simple bracketed placeholders — swap in your organization's name, brokerage details, and contact info in Canva and you're ready to send.