DONATING NON-CASH ASSETS
- Please be aware that if you instigate a stock gift it is crucial to have your broker initiate the gift on their end. Stock gifts can take 4-7 days to process.
- Please be sure that gifts made toward the end of the tax year have plenty of time to close before the end of December.
- Please complete the form below in order for us to track the donation and ensure the gift is received. Once the form is completed an email with the account and transfer numbers (LOA) will be sent to the email entered for the donor. Your broker will need those account and transfer numbers in order to initiate the gift to us.
- *We use TDAmeritrade for our broker. They are in the process of changing their accounts to Schwab, but they are doing it in groups. Our account is still at TDAmeritrade. We will update our materials when the change happens.
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