1. Create a donor account on our site (from www.stockdonator.com, go to “For Donors> Create Donor Account” on the top right of the page)
  2.  Once your account is created, you’ll be re-directed to your account home page
  3. From your account home page, in the “Donate Now” tab, you can initiate your donation request by entering the stock, quantity, and selecting your indented recipient from the drop down list.
  4. On the next page, you’ll be asked to provide your brokerage information.  Here, select “*Other Brokerage” in the Brokerage Firm field.  Go ahead and complete the rest of the information as required.
  5. On the final confirmation page, scroll towards the bottom.  You’ll be provided an option to either (i) print the generated form, sign, and send to your brokerage firm, or (ii) sign electronically using the provided signature pad and submit to Stock Donator to send on to your brokerage firm.  Completely your preference on which way to go…
  6. Once submitted, you’ll have the opportunity to print the generated form (you’ll also receive it via email).  The form will have the destination brokerage firm, DTC number, account number populated, along with the pertinent details of your donation request.