Donations of stock, RSUs, or employee repurchasing programs allow donors to give a substantial gift and claim 100% of the tax advantages as opposed to selling the securities and donating cash.
To donate, simply fill out the Stock Gift Broker Form below with the information requested, print it, and contact your broker to set up the transfer. Then complete our online Gift Acknowledgement Form so Family Giving Tree can record your gift and acknowledge receipt.
NOTE: Stock donations take several days to settle. If you are making a year-end gift, please contact your broker regarding timing in order to make sure that your gift is settled in the current calendar year.
Family Giving Tree is not a financial advisor. Please contact your portfolio manager or attorney to complete your donation.
Stock Gift Broker Form Gift Acknowledgement Form