Method 1

Direct From Broker

Step 1

Download the fillable PDF form.

Step 2

Fill out the form.

Step 3

Contact your Brokerage Firm and submit form to them.

Method 2

Stock Donator

Step 1

Download the fillable PDF form.Click the button below to logon to Stock Donator and enter the necessary information to securely make your stock donation.

Step 2

Download the fillable PDF form.Click the button below to logon to Stock Donator and enter the necessary information to securely make your stock donation.

Step 3

If no Medallion Signature (MS) is required, Stock Donator transfers the request electronically. Otherwise, the donor must obtain an MS from a financial institution and submit the completed form to the brokerage firm using the provided documents.

Step 4

Stock Donator receives your stock donation from your Brokerage Firm. They securely process the sale of stock transaction.

Step 5

The net proceeds of the stock sale are sent directly to us via check, minus any fees and service charges incurred during the transaction.

Step 6

To complete the process, Stock Donator will provide you with a transaction receipt needed to claim your tax deduction for your generous donation of stock.

A step- by- step guide

How to donate stocks on E*TRADE