How to Receive Gifts of Stock

How to Receive Gifts of Stock

Give donors the communication they need

Ensure that you know what is necessary for your donors and your staff to feel great about stock gifts. Donor Information Needed for Stock GiftsYou will need some basic information from donors about each stock transfer in order to process the gift. It’s not uncommon for an organization to receive a stock gift from a brokerage house via transfer without critical information like the donor name(s) and the fund designation.To avoid that situation, provide donors…

Gwen Colwell

Major Giving Advisor

(206) 451-7430 (Pacific Time Zone)
Main contact for major giving

Joe Thiegs

Greater Public Planned Giving Advisor

(612) 999-3940 (Central Time Zone)
Main contact for planned giving