DreamVest is a registered 501(c)(3) non-profit organization and contributions are eligible for tax deduction.
Help Adult Students
Graduate this Year.
And, Every Year After
We are creating an endowed scholarship fund to help adult students complete college, skilled trade and professional certification programs.
Why Adult Students?
Without proper financial support, adult students, who make up a large part of the workforce, risk abandoning education and missing life-changing opportunities. Transform their dreams into reality! Invest in an endowment opening doors for adult students to complete degree and certificate programs, now and for generations to come.
Not Fake News
0
%
of adult learners cite financial struggles as the #1 reason for dropping out of college.(National Center for Education Statistics)
0
%+
of undergraduates are over 25, balancing work, family, and school(National Center for Education Statistics)
0
%
Workers with a bachelor’s degree earn 65% more than high school graduates(Bureau of Labor Statistics).
Did you know
return on investment
0
%
Every $1 invested in scholarships generates up to $5 in societal benefits, including lower crime rates, improved health, and civic engagement. (RAND)
Up to
0
%
decrease in chronic disease. Individuals with a bachelor’s degree have significantly lower rates of heart disease, diabetes, and stroke.(American Journal of Public Health)
Students who:
- Have faced challenges and seek another chance to transform their dreams into reality through education.
- Are driven to achieve their first bachelor's, trade or professional certification after a gap in their education. Or
- Already holds a bachelor's degree but has a compelling reason that demonstrates significant need for support to pivot into a new educational or career direction
- Are typically aged 23 or older and consider themselves a non-traditional or re-entry student.
- All applicants 18+ are welcome to apply. Applications will be assessed against the scholarship's requested materials
- Are a U.S. citizen or have authorization to work in the United States, and are enrolled in an accredited US based program.
- Can demonstrate a clear vision and plan for their education and career goals.
- Will participate in an application process that may include submitting transcripts, resume, essays and an interview.
An Endowed Scholarship
DreamVest scholarships, once endowed, will be listed on leading platforms like Fastweb, CareerOneStop, and Scholarships 101, trusted by accredited institutions. We believe dreams are unique. Dreams are personal. That's why we support a constellation of paths beyond college, including support for skilled trades, certifications, and vocational programs. DreamVest partners with a wide range of post-secondary options to fuel the unique needs of adult learners.
We're investing in a future that lasts.
By building an endowment, we're creating a lifelong source of scholarships for determined adult students.
Your support makes an immediate impact—helping fund a student today—while contributing to something way bigger.
We call it a DreamVestment - because your generosity grows, empowering students for years to come.
How does an endowment work?
Think of an endowment as fuel for a lifelong mission-your generosity powers opportunities for generations to come.
1. Donation
Your gift lays the foundation, becoming the principal of the endowment.
3. Earnings
The investments generate steady returns (typically 5% annually), creating sustainable funding
2. Investment
The principal is DreamVested, like putting it in a high-yield savings account that earns interest.
5. Growth
The principal remains intact and continues to grow through investments. This means the endowment can provide scholarships year after year, forever.
4. Scholarship
A portion of those earnings is used to fund scholarships for adult learners each year.
Donation
Your gift lays the foundation, becoming the principal of the endowment.
Earnings
The investments generate steady returns (typically 5% annually), creating sustainable funding
Investment
The principal is DreamVested, like putting it in a high-yield savings account that earns interest.
Growth
The principal remains intact and continues to grow through investments. This means the endowment can provide scholarships year after year, forever.
Scholarship
A portion of those earnings is used to fund scholarships for adult learners each year.
Add Rocket Fuel To Our Campaign
GOALS
$105,000 by June 2025
Guarantees $5,000 in annual scholarships, permanently.
$1 Million by June 2029
Guarantees $50,000 in annual scholarships, permanently.
Big Dreams, Powered by Your Generosity
Let’s get real on how we get there
June 28th 2025 Event
Guarantees 5K in annual scholarships, permanently
105K
Support Our Spring Campaign
Fundraiser | Clarinet Recital | Dance Party
40th Birthday Bash
Date: June 28th
Venue: Community School Music & Art | Mountain View, California
Doors Open & Guest Check-in: 5:30pm
Recital: 6:00pm
Reception: 7:15pm – 10:00pm
Types of Gifts
Benefits to You
Avoid Capital Gains Tax:
“Donating appreciated stock is one of the most tax-efficient ways to give. You avoid capital gains taxes and can deduct the full market value of your stock on your taxes – sometimes even more, depending on your state
Boost Your Impact By up to 20%:
When you DreamVest stock held for over a year, you bypass capital gains taxes, increasing the value of your donation by up to 20% more for the cause you believe in.“.
Quick and easy:
You can complete the entire process digitally. We have designed an experience to make gifting stock frictionless through our one-stop-shop donation form.
Many companies offer matching gift programs as a way to support their employees’ generosity. When you donate to a nonprofit, you can often request a matching gift from your employer, effectively doubling or even tripling your impact.
How it works:
- Donate to support scholarship using our online form above
- Request a matching gift from your employer
- Watch your impact multiply at zero extra cost to you.
We’ve made the process simple – just use our online form above to check if your employer participates and submit your request in minutes.
Your voice matters. And when you combine it with the voices of your network of friends, family, and colleagues, the impact is extraordinary. You’re a force for change. Imagine the difference you could make by launching a birthday campaign – turning well wishes into rocket fuel to fund not just one scholarship, but adult scholarships in perpetuity.
Make DreamVest a verb-where your consistent generosity fuels an unstoppable movement. By subscribing to a monthly donation, you become a backbone of support for adults returning to school. Even small, recurring gifts create lifelong change. It’s budget-friendly giving that makes a real difference, month after month. Join our community of monthly DreamVestors.
|
|||||
| Source | Stocks | Cash | |||
| Current fair market value | $50,000 | $50,000 | |||
| Federal capital gains tax | $0 | $4,700 | |||
| State capital gains tax | $0 | $2,325 | |||
| Amount charity gets | $50,000 | $42,975 | |||
|
Credit for Table: Freewill.com *The information above assumes an original cost basis of $25,000 for a single person living in the State of California with an income of $250,000. It also assumes all realized gains are subject to the federal long-term capital gains tax rate of 15%, a Net Investment Income Tax of 3.8%, and a marginal California state income tax rate of 9.3%. It does not take into account other surtaxes or local taxes that may be applicable. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing, legal or tax advice. Please contact a qualified tax and financial advisor before making any financial decisions. |
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