If we don’t receive notification of the donation prior to receiving shares we will not be able to complete the process of the donation because we will not know which organization it is intended for.
We are only able to route a donation to an organization in two ways. (1) If the donation was initiated online or (2) if the donor provided us notification of the donation by using the non-automated form.
If the donation does not show up on your account it means that the donor probably did not notify us of the donation prior to transferring the shares to us.
There is an easy fix if this happens. Please simply have the donor fill out the top part of the non-automated form and make sure they select OPTION 1. It should take them no longer than 2 minutes. Once complete, please email the form to us and we will have everything we need to match the donation to your organization, liquidate the funds, and complete the transfer.
Please make sure any donor that wants to donate stock sends us notification of the donation before transferring the shares.
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