Set Up Your Organization to Receive Stock Donations - Options Below

In the past two weeks, three #nonprofits I'm familiar with needed to quickly process a #stock gift from a #donor, thus inspiring me to post.

Why have a process? What policies do I need to have in place? Let's talk. 

A. Stock gifts beget more gifts.

B. Organizations that process stocks and #mutualfunds attract #donations that others do not.

C. Stock gifts are often larger than average gifts to charity.

More than a handful of #professionals have written primers, so I'm dropping some here. You can also work with a local #financialplanner in your network to keep things close to home. I'm biased in favor of that. 

From FreeWill: https://lnkd.in/eMcqePPB

Fidelity Investments: https://lnkd.in/eDBABH7r

You could process your stock gifts through Vanguard Charitable: https://lnkd.in/eNdrN5j8

One more, Infinite Giving helps you to set up a brokerage account: https://lnkd.in/eVsimY3V

You're welcome!