Have a meeting with board members of the charity to discuss your options and who will be the person opening the account.
2
Open an account
You can open an account online in minutes
3
Wait for verification
Wait 24 hours for your account to be verified.
4
Provide your donors with your custom stock donation page or give them a non-automated form
You can download your link t o your stock donation page from your account page after signing in.
5
Wait for your checks
Once the donor initiates a transfer you sit back and wait for us to process the donation and then you will get a check or wire transfer for the proceeds when the donation clears.
While we always use best efforts to make sure donations are completed timely. We cannot guarantee that any stock donations that are not initiated before December 20, 2018 will have their processed completed before year end. Please plan accordingly.
