Give a Gift of Stock

Giving long-term (owned more than a year) stock may provide greater benefits to you and Families Rising!

To make a gift of stock, call or write to your broker, and ask your broker to initiate a “broker to broker” transfer. Instruct your broker to donate the stock directly to Families Rising.

Families Rising provides you with the name of our brokerage firm, the brokerage firm’s DTC number, account name and number, and the telephone number and name of our broker contact at the firm.

Your broker can then transfer the stock directly to Families Rising’s account. It is important that the stock be transferred to Families Rising’s account before being sold to avoid capital gains taxation.

Contact us for more information.

Brokerage Form