The good news is that we might have the shares and it won’t be hard to credit them to the right account.
But before we do so, we need written authorization form the donor. We represent many organizations and we need to match the donation to the right organization when we receive the donation. If a donor simply pushed the stock to our Stock Donator account without notifying us we will won’t have sufficient instructions to process the donation.
We are only able to route a donation to your organization two ways. (1) If the donation was initiated online or if the donor provided us notification of the donation by using a non-automated form.
However, there is an easy fix in this case. Please simply have the donor fill out the top part of the non-automated form and select OPTION 1. It should take them no longer than 2 minutes. Once complete, please email the form back to us and we will have everything we need to match the donation to your organization, liquidate the funds, and complete the transfer.
In the future, please make sure any donor that wants to donate stock sends us one of these along with their donation. If we don’t have the attached form sent to us, we will not be able to complete the process of the donation because we will not know which organization it is intended for.
