How to Donate Using

Stock Donator

Donate using Stock Donator

Making a stock donation through Stock Donator is a simple multi-step process.

Step 1 – Making a donation is as simple as clicking on the Stock Donator Button and entering the following information: The specific stock and number of shares, United World Schools USA Inc as the charity receiving the donation, and your basic information.

Step 2 – Stock Donator, a highly efficient platform, will generate the required forms and initiate the stock transfer request.

Step 3 – OPTIONAL: Brokerage Firms that use Medallion Signatures (MS) to validate the donation request must get a Medallion Signature on their stock transfer forms.

Step 4 – Stock Donator receives the stock donation from the Donor’s Brokerage Firm.

Step 5 – Stock Donor provides UWS USA with the stock proceeds net of fees and service charges, based on UWS’s preference to liquidate immediately.

Step – To complete the process, Stock Donator provides the Donor with the transaction receipts needed to claim the tax deduction for the stock donation. UWS will also issue an acknowledgement letter for tax purposes.

If you have questions about processing your donation, please email francesca.lanning@uwsglobal.net.

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