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Individual Giving, Small shop fundraising, Uncategorized

Do you have a fundraising procedure for handling gifts of securities?

Whether part of an existing gift acceptance policy or a separate written document, your organization should prepare a written description of the procedures for handling a gift of securities.

  • Where is the organization’s brokerage account?
  • Who is the organization’s broker?
  • Who pays the broker’s commission?
  • Who is responsible for overseeing the transfer of securities?
  • How do the finance department and the development department interact with regard to the transfer of securities?
  • What is the mechanism for tracking securities that have been transferred to the organization’s brokerage account without a donor’s name?
  • Is the information that the donor needs to transfer securities (name of the organization’s broker, federal ID number, and account number) easily accessible?

Have these items already determined, before you get a telephone call with a gift of stock!

April 15, 2013/by hireacfre
Tags: fundraising, gifts, securities
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