Overview of the Stock Donator Process

Step 1

An Organization creates an account on www.stockdonator.com by providing:

  1.  Tax ID.
  2.  Basic Contact Information.
  3.  Check or Wire Transfer preferences.

Step 2

Stock Donator confirms the non profit status and activates the account.

Step 3

Donors make a stock donation election. Stock Donator collects all entered information, generates the required forms, and initiates the stock transfer request.

Step 4

Stock Donator receives the stock donation from the Donor’s Brokerage Firm.

Step 5

Stock Donator provides the stock proceeds net of any fees and service charges to the receiving organization via check or wire transfer.

Step 1

Individual donors log on to www.stockdonator.com and enter the following information:

  1. The specific stock and number of shares.
  2. The receiving organization.
  3. Their brokerage information.

Step 2

Stock Donator generates the required forms and initiates the stock transfer request.

Step 3

OPTIONAL: Brokerage Firms that use Medallion Signatures (MS) as an means to validate the donation request will need to get a medallion signature on their stock transfer forms.

Step 4

Stock Donator receives the stock donations from the Donor’s Brokerage Firm.

Step 5

Stock Donator provides the stock proceeds net of any fees and service charges to the receiving organization, based on the organization’s preference to either liquidate immediately or transfer the stock.

Step 6

To complete the process, Stock Donator provides the Donor with the transaction receipts needed to claim the tax deduction for the stock donations.

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