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STOCK DONATION FORM
Thank you for making a gift of stock to the MakeAWish Foundation of Connecticut. Please
complete this form and mail or fax it to us with each gift. Also, please attach a copy of
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How to fill out stock donation form

How to fill out a stock donation form:
01
Start by obtaining the stock donation form from the organization or charity to which you intend to donate stock.
02
Fill out your personal information, including your name, address, and contact details.
03
Provide the details of the stock you wish to donate, such as the number of shares, the stock symbol or company name, and the current market value of the stock.
04
Indicate whether you would like the donation to remain anonymous or if you are comfortable with your name being associated with the donation.
05
Sign and date the form, acknowledging that you understand the terms and conditions of the stock donation.
06
Submit the completed stock donation form either electronically or through regular mail, following the instructions provided by the organization.
Who needs a stock donation form?
01
Non-profit organizations and charities often require stock donation forms to facilitate the donation process.
02
Individual donors who wish to donate stocks instead of cash or other assets may need to fill out a stock donation form.
03
Financial institutions, brokers, or investment advisers may require their clients to complete stock donation forms to coordinate the transfer of the stocks to the intended recipient.
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What is stock donation form?
Stock donation form is a document used to transfer ownership of stocks from a donor to a charitable organization.
Who is required to file stock donation form?
Any individual or organization making a donation of stocks to a charitable organization is required to file a stock donation form.
How to fill out stock donation form?
To fill out a stock donation form, the donor must provide their name, contact information, details of the stocks being donated, and any other required information specified by the charitable organization.
What is the purpose of stock donation form?
The purpose of the stock donation form is to document the transfer of ownership of stocks from the donor to the charitable organization, for tax and record-keeping purposes.
What information must be reported on stock donation form?
The stock donation form must include details such as the donor's name, contact information, the number of shares being donated, the date of the donation, and the current market value of the stocks.
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