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Stock Transfers

Stock Transfers

A tax-smart approach to maximizing your philanthropic impact.

Transferring publicly traded securities held for more than one year— such as stock –  is a great way to support the Sharlot Hall Museum.

 

Please submit this form so we may start this conversation.

Stock Transfers

A tax-smart approach to maximizing your philanthropic impact.

Transferring publicly traded securities held for more than one year— such as stock –  is a great way to support the Sharlot Hall Museum.

 Fulfill your pledge to become a Donor Circles Member by completing the steps below.

complete the notification of intent form below

This form is sent directly to the Sharlot Hall Museum and begins the process for the security transfer.

Instructions for your banker/broker

This information provided will guide you on steps to proceed with your banker/broker.

Notification of Intent form

This form serves as notification of your intention to make a gift of stock to the Sharlot Hall Museum. It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate, and acknowledge your gift.

  • Donor Information

  • Gift Information

  • Account Information

Instructions for your broker

To initiate the process you will need to send a letter of instruction to your broker indicating that you wish to make a stock gift to the Museum, specifying the name of the stock, the number of shares (or dollar amount) and gift designation.

*Some brokers may provide/require a specific form for a gift transfer.

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