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Diocese of Oakland Lumen Christi Academies Gifts of Stock Donation Form Date Donors Name___Donors Address___Donors City, State, Zip___Donors Phone Number___Brokers Name___Brokerage Firm Name___Brokers
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How to fill out stocks and securities donation

01
Contact the charity or organization you want to donate to and inquire about their process for receiving stocks and securities donations.
02
Obtain the necessary information from the charity, such as their brokerage account details and any specific instructions for the transfer.
03
Contact your own brokerage firm and inform them of your intention to donate stocks or securities.
04
Provide your brokerage firm with the charity's information and any specific instructions for the transfer.
05
Follow your brokerage firm's process for transferring the stocks or securities to the charity's account.
06
Notify the charity once the transfer is complete and provide them with any additional information they may need.

Who needs stocks and securities donation?

01
Charitable organizations and non-profit organizations often rely on stocks and securities donations to fund their programs and activities.
02
Individuals looking to support a particular cause or charity may also choose to donate stocks and securities as a way of giving back.
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Stocks and securities donation refers to the donation of shares of stock or other financial securities to a charitable organization.
Individuals who have made donations of stocks and securities to charitable organizations are required to file stocks and securities donation.
Stocks and securities donation can be filled out by providing information about the donated securities, including the type, quantity, and value of the securities.
The purpose of stocks and securities donation is to support charitable organizations by providing them with financial resources.
Information that must be reported on stocks and securities donation includes the name of the charitable organization receiving the donation, the type and quantity of securities donated, and the value of the securities.
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