How to Donate Appreciated Securities
Instructions for transferring stock vary depending on whether physical delivery of stock is being made (actual certificates and stock powers) or the stock is being sent electronically. The latter is the preferred way of donating securities.
- Physical Delivery of Securities
- Electronic Transfer of Securities
We would appreciate you notifying us of your intention to donate securities via mail, phone 1-800-787-8216, fax 202-833-0108, or email at giving@usefoundation.org.
Please indicate:
Your Name
Number and type of shares
Company Name(s)
Purpose of Gift
Date that you instructed your broker to make the transfer
Name of Brokerage and Brokerage Account Representative
You may also fill out the following form:
Thank you for considering a gift to the U.S.ENGLISH Foundation!
More information:
Disclaimer: U.S.ENGLISH Foundation does not render legal, tax or other professional advisory services. Advice from an attorney and other professional advisors should be sought when considering charitable giving.
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