“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
—Warren Buffet
—Warren Buffet
Gifts of Learning Fund
Cedar Springs Donor Investment Annuity FunD
Our Gifts of Learning Fund allows anyone to donate stocks to our Learning Center.
Background
In 2019, a Cedar Springs donor came forward with a unique proposal for a stock investment fund idea that could provide a long-term sustainable and growing annuity for the school to help fund its future. Thus, the Cedar Springs Gifts of Learning Donor Investment Annuity Fund was created with a founding donation of approximately $50k in stocks.
Our philosophy
Most non-profit charities are not interested in maintaining an investment portfolio and will sell any donated equities upon receipt and add the proceeds to their general fund. Spend it when they get it. The Gifts of Learning Fund is different as it aims to leverage the investing expertise of the donors who donate stock. We believe that the stocks donated are probably good investments to hold on to.
How it works
Once a year, Cedar Springs will sell up to 10% of the portfolio value holdings beginning with the lowest-performing stocks for that year. This represents an annuity dividend and these proceeds may be added to the operating budget or reinvested in the top-performing stocks for that year. As the Fund grows, the 10% annuity becomes larger and provides a reliable source of capital to sustain the growth of Cedar Springs.
Background
In 2019, a Cedar Springs donor came forward with a unique proposal for a stock investment fund idea that could provide a long-term sustainable and growing annuity for the school to help fund its future. Thus, the Cedar Springs Gifts of Learning Donor Investment Annuity Fund was created with a founding donation of approximately $50k in stocks.
Our philosophy
Most non-profit charities are not interested in maintaining an investment portfolio and will sell any donated equities upon receipt and add the proceeds to their general fund. Spend it when they get it. The Gifts of Learning Fund is different as it aims to leverage the investing expertise of the donors who donate stock. We believe that the stocks donated are probably good investments to hold on to.
How it works
Once a year, Cedar Springs will sell up to 10% of the portfolio value holdings beginning with the lowest-performing stocks for that year. This represents an annuity dividend and these proceeds may be added to the operating budget or reinvested in the top-performing stocks for that year. As the Fund grows, the 10% annuity becomes larger and provides a reliable source of capital to sustain the growth of Cedar Springs.
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Disclaimer: The Gifts of Learning Fund is not an investment opportunity. Cedar Springs does not offer any investment advice.
Cedar Springs Learning Center
6029 Gold Meadows Road
Placerville CA 95667
(530) 642-9903
