How to Give Securities Quickly and Conveniently

 

You can initiate your gift quickly and conveniently using our secure online software. Simply click on the Donate Securities button below:

  1. Answer a few questions about yourself, the securities you wish to donate and how you own them.
  2. The system will draft a customized document that you can print, sign, and return to our gift processing center by the method specified in the instructions (fax or mail). 

Our agent will then coordinate the transfer on your behalf, value your gift for income tax purposes, and send you a donation receipt by email. 

If the securities are held in a brokerage account or mutual fund company, having your statement on hand will help you complete the questionnaire.

Initiating your gift can take a little as five or ten minutes! However, if you have any questions or otherwise need assistance in competing the questionnaire, please contact Jim Eckel at 619-398-8237. You are encouraged to leave a voice message or email message if no one answers and your call will be returned promptly.

You may make your securities gift by clicking the Donate Securities button below to proceed to our gift processing center website.

Thank you!

 


 

PLEASE NOTE: You are under no obligation to complete your gift until you have answered the questionnaire completely, printed and signed all required documents, and have returned them to our gift processing center.

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