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Donating Stock or Mutual Funds Held By a Bank or Broker

If your equities are currently held at a bank or in a brokerage account, simply send a letter of instruction to your broker or banker with a full description of the securities and your gift's intended purpose. Securities can be sent electronically using the following StockDonator transmittal button:

To learn more about the benefits of donating stock, check out: 7 Essentials To Maximize Your Charitable Giving


Your gift has the power to change lives.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

Contact us if you would like our help to plan your giving or for more information.

Jennifer Bassett

Founder/ Executive Director

(916) 919-5695

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