When Your Stocks Win, Students Can Too

Discover how donating appreciated securities can maximize your generosity and empower the next generation.

Author: Kelly Flynn, Founder and Chief Investment Officer at Prospective Value Partners
Community Involvement
Published: Friday, 21 Nov 2025

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Image caption: Kelly Flynn, Founder and Chief Investment Officer at Prospective Value Partners and JA of Central Iowa Board Member

In this bull market many of us have the very high quality problem of what to do with those stocks that have done very well for us. Have you considered killing two birds with one stone by donating your appreciated securities to Junior Achievement of Central Iowa? Not only will it help teach the next generation to invest wisely (as you have done), but it will also save you even more money, since the entire proceeds will be tax deductible. And there is still time to do it by the end of the year!

As a Board member I am a believer in JA’s mission of preparing the next generation for adulthood and can personally vouch for JACI’s careful stewardship of your generous gift. And as one who has been a professional investor for decades, to turn Milton Friedman’s famous maxim on its head, sometimes there is such a thing as a free lunch! We greatly “appreciate” it.

Here are the mechanics:

Provide the information below to your broker:

Account Name: Junior Achievement of Central Iowa

Account Number: 6000-4330
DTC number: 0141
Custodian: Wells Fargo Clearing Services

You or the broker contact D.M. Kelly & Company with the name of the stock, the number of shares being transferred, and the donor’s name. This ensures the gift is properly credited and acknowledged.

D.M. Kelly & Company

3900 Ingersoll Ave., Suite 300

If you’d like to explore a gift of appreciated securities or have any questions about how it works, Ryan Osborn, JA of Central Iowa President or Aimee Graham, Director of Accounting & Administration would be glad to assist. Your generosity makes a meaningful difference, and we’re deeply grateful for your continued support of Junior Achievement of Central Iowa. Thank you for all you do to help prepare students for what’s next.