Which Brokerages Can I Use to Donate Stocks?

Donating shares is easiest when your securities are held at a brokerage that supports DTC (Depository Trust Company) Transfers.

This system allows shares to be transferred electronically, making the process quick, secure, and paper-free. With DTC Transfers, the transaction is faster and simpler, and your nonprofit can easily accept your donation through this method. ⚡️

Supported Brokerages & Estimated Processing Times

2–5 Business Days

• Charles Schwab & Co, Inc.

7 Business Days

• Vanguard Brokerage Services
• 🔏 Fidelity Investments — 🔗 Understanding Non-Traditional Mutual Fund Donations
• 🔏 E*TRADE Securities — Some mutual funds may take a bit longer to process (up to 6 weeks), depending on the brokerage’s internal timelines.
• 🔏 Merrill Lynch | Merrill Edge
• 📤 J.P. Morgan Securities
• ⭐️ Wells Fargo Advisors
• ⭐️ Morgan Stanley
• ⭐️ Shareworks | Morgan Stanley at Work
• ⭐️ Raymond James & Associates, Inc.
• ⭐️ LPL Financial
• ⭐️ Edward Jones

10 Business Days

• ⭐️ UBS Financial Services
• ⭐️ Goldman Sachs & Co.
• ⭐️ Citigroup Global Markets Inc.
• ⭐️ Janney Montgomery Scott
• ⭐️ Stifel Nicolaus
• ⭐️ Clearing and Custody Firms (e.g., Pershing, National Financial Services)
• ⭐️ Investment Management Firms (e.g., Janus Henderson, Neuberger Berman)

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Additional Considerations

1. 🔏 — These brokerages require all gift transfer forms to be signed through DocuSign for enhanced security and verified authentication.
   • Please expect to receive a DocuSign after submitting your stock gift request. (If your account has a co-owner, the invitation will be sent to the same email address after the first signature is collected.)
   • If you don’t receive it within 2 business days, please reach out to us at [e-mail].
   • 🔗 What Is a Medallion Signature Guarantee?
2. 📤 — We're happy to send you a pre-filled Outgoing DTC Request form, along with instructions for uploading it into your brokerage’s Secure Messages.
3. ⭐️ — These brokerages and firms require stock transfers to be initiated by the account holder or their Financial Advisor.
   • The DTC Transfer instructions can be easily obtained through one of the options below. Choose the option that best applies to you:
     
   • The stock ticker(s) and the number of shares being donated must be included when submitting your stock gift request. (If the final quantity hasn't been determined, please provide an estimate. It can be adjusted later if needed.)