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Give Securities

Making a Positive Impact

Include the Katy ISD Education Foundation

in your financial planning.

Stock Gifting  Flyer (1).png

The Foundation stands ready to build upon its groundbreaking Investor program and expand its giving opportunities to include:

 

  • Gifts of stocks, bonds, mutual funds

  • Bequest in wills or provision in living trusts.

 

All gifts will significantly impact the Foundation’s ability to impact future generations via its mission of providing resources to enrich teaching, inspire learning, and enhance opportunities for students enrolled in Katy ISD.

PLANNED GIVING

Focuses on the future by including the Foundation in a donor’s overall, long term financial or estate planning.

IMPACT GIVING

Involves current year gifting of appreciated securities - such as stocks, bonds, or other assets - as a tax efficient way to give that may provide greater benefits than a cash contribution.

All potential donors should first consult their attorney or financial advisor regarding the best strategy then contact the Foundation.

Katy ISD Education Foundation

6301 South Stadium Lane

Katy, TX  77494

Tax I.D. 80-0732375

Janet Theis

Development Director

foundation@katyisd.org                                            

281.396.2461                                                                 

                                                         

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