STOCK DONATION FORM

A gift of stock is a wonderful way to contribute to a great cause and reduce your taxes at the same time! You may deduct the full fair market value of the stock as a charitable contribution, while bypassing all capital gains taxes (just like filing a shareholder resolution, to qualify you must own your stock for more than one year). To make a stock gift to REC, please fill out the form below, so that we can ensure your gift is properly credited and acknowledged for tax purposes. Once we receive this form, we will be in touch with you to give you our account information.

If you have any questions or comments, please contact Executive Director Morgan Simon at 415–728–4893
or by e-mail.

Title:
First Name:
Last Name:
Suffix:
School Alma Mater (optional):
Graduation Date (optional):
Address (line 1):
Address (line 2):
City:
State:
ZIP code:
Phone: (ex. xxx-xxx-xxxx)
Email Address:
Name(s) of stock to be donated:
Number of shares:
Name of brokerage house/bank:



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For more information: info@endowmentethics.org