FREE WEBINAR:

Unlocking Stock Gifts: A Toolkit for Nonprofits 

Wednesday, October 29, 2025 at 1:00 p.m. EST

Unlocking Stock Gifts A Toolkit for Nonprofits

Much of the wealth in the U.S. is tied up in noncash assets like stocks. Yet most nonprofits focus almost exclusively on cash gifts. Plus, these non-cash donations, such as donations of stocks, QCDs, etc., can have some great tax benefits for the donor. 

The good news? Accepting stock gifts doesn’t have to be complicated. And you don’t need a whole new campaign to find them.

With the right systems in place, your nonprofit can start attracting these types of larger, more tax-efficient gifts that some donors actually prefer to give. 

You'll learn about: 

  • Why stock gifts matter: how they differ from cash and the tax benefits for donors. 
  • Who to focus on: donor profiles more likely to give stock and how to engage them. 
  • How to get started: opening a brokerage account, creating policies, and setting up internal processes. 
  • How to communicate stock gifts: sample donor language, appeal examples, and website CTAs. 
  • Tools you can use right away: templates and resources that make the process simple. 

Register Today!

About the Hosts

Christopher Carey Headshot 2025

Christopher Carey

Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.

Headshot of Megan Lencoski, Nonprofit Development Specialist at Carnegie Investment Counsel.

Megan Lencoski

Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts. 

Headshot of Mindy Mackey, Marketing Manager at Carnegie Investment Counsel.

Mindy Mackey

Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.

About the Hosts

Headshot of Christopher Carey, Portfolio Manager for Nonprofits at Carnegie Investment Counsel.

Christopher Carey

Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.

Headshot of Megan Lencoski, Nonprofit Development Specialist at Carnegie Investment Counsel.

Megan Lencoski

Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts. 

Headshot of Mindy Mackey, Marketing Manager at Carnegie Investment Counsel.

Mindy Mackey

Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.

Stock Gifts Webinar Toolkit

Making Stock Donations Part of Your Fundraising Toolkit

Donors are giving stock. The question is: are they giving it to you, or to another nonprofit that’s ready? 

You don’t need to be a Wall Street expert. You just need the right framework. Join us for this free session and walk away with everything you need to start unlocking bigger gifts now. 

 

 

©2025 Carnegie Investment Counsel.

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