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Gift of stock

Giving appreciated assets is one of the most tax-efficient ways to make charitable donations.

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:

  1. Enter your contact information
  2. Specify your gift*
  3. Verify your information
  4. Review legal disclosure
  5. 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:

A.G. Edwards
American Express Brokerage
Ameritrade
Brokerage America*
Brown & Company
Charles Schwab
E*TRADE Financial*
Edward Jones
Empire Financial Group*
Fidelity Investments*
HARRISdirect
Investrade Discount Securities
Janus*
Merrill Lynch
Morgan Stanley
Muriel Siebert
PNC Investments
Prudential Securities
Quick & Reilly*
RBC Dain Rauscher
Salomon Smith Barney
Scottrade
TD Waterhouse*
UBS PaineWebber
Vanguard Group*
Wachovia Securities

*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.