Gift of stock
You can make your gift online in under five minutes. When you visit the stock donation site you will need to fill out and review the following:
- Enter your contact information
- Specify your gift*
- Verify your information
- Review legal disclosure
- Print and mail or fax a Letter of Instruction (LOI)
*Having a copy of your investment firm account statement available will expedite this process. We process stock donations from any U.S. investment firm. We also process mutual fund donations if they are held at one of these participating investment firms:
American Express Brokerage
Brown & Company
Empire Financial Group*
Investrade Discount Securities
Quick & Reilly*
RBC Dain Rauscher
Salomon Smith Barney
*These firms require your LOI to be mailed rather than faxed and may require certification. Your LOI will contain specific instructions for completing your gift.
The gift transfer process will begin immediately upon receipt of your signed Letter of Instruction (LOI). For stocks and mutual funds held at most participating investment firms, faxing your LOI will allow for expedited handling of your gift, where most gifts are completed within 24 hours of receipt of the LOI.
If your firm is not listed, you may still use our service to process your stock gift via a DTC transfer. You will be required to enter your investment firm’s contact information. Your Letter of Instruction (LOI) may require notarized certification; check with your investment firm for its requirements. If your mutual fund is not held at a participating firm listed above, please contact our development office for instructions on making an offline gift.