Give Stock

Many of our donors prefer to give using appreciated stocks, bonds, mutual funds, etc., to avoid capital gains tax. It’s easy and safe as long as we know your gift is coming. Please fill out the form below, and we’ll immediately provide you with stock transfer instructions.

Donor Information
Donor Name*
First Last
Donor Phone Number*
Donor Email*
Where should we mail your tax acknowledgement letter?
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Brokerage Information (if applicable)
Financial Brokerage
Advisor Name
First Last
Advisor Phone Number
Advisor Email
Gift Information
Approximate Gift Amount
Number & Type of Shares (if known)
Fund to Receive Gift (if known)
Check All That Apply
- Do you plan to give a gift through your will or trust, or designate the Community Foundation as a beneficiary of an IRA or other account?
- Would you like more information about the advantages of giving through your will or trust, or designating the Community Foundation as a beneficiary?
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Give Stock

Donor Information

Brokerage Information (if applicable)

Gift Information

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