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STOCK DONATION FORM Broker address:Stockbroker nameAddressEmailPhoneDear Broker, Please transfer the stocks or mutual funds listed below to All Souls Church, Unitarian: Broker name: Fidelity DTC×0226
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How to fill out stock donation form

How to fill out stock donation form
01
Begin by obtaining a stock donation form from the organization or charity that you intend to donate to.
02
Provide your personal information, such as your name, address, and contact details, at the top of the form.
03
Fill in the date of the donation next to the personal information section.
04
Enter the details of the stocks being donated, including the number of shares and the stock symbol.
05
Determine the fair market value of the donated stocks on the date of the donation and input this amount.
06
Indicate whether you wish to receive a tax receipt for the donation.
07
Sign and date the form to certify that the information provided is accurate and complete.
08
Submit the completed stock donation form to the organization or charity according to their specified instructions.
Who needs stock donation form?
01
Individuals or businesses who hold stocks or securities and wish to make a charitable contribution can benefit from using a stock donation form.
02
Charities and non-profit organizations that accept stock donations also require individuals to fill out a stock donation form in order to properly process and record the donation details.
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