Can I specify a certain tax lot or specific date of stock I wish to donate?

If you wish to select a specific tax lot, you can do so provided that your brokerage firm allows it.

What you will need to do is go through our normal online process. As soon as you are done and have a transaction ID#, you must immediately email us through the contact us page directly with the Transaction ID# and the tax lots you wish to identify. We will manually modify your brokerage form to include that information and then send the completed form to you for confirmation.  Once we have confirmation, we will process the stock donation.