PO Box 32547
Pikesville, MD 21282-9998
5/7/2021 10:48 AM
© 2021 ERU
How to Donate Stocks to ERU
Thank you for considering donating stocks to ERU.All donations are tax-deductible and will be used exclusively to help with medical expenses for our eskies. Please send an email to email@example.com with "Stocks" in the subject in order to receive the information needed to complete this transaction.
Making Charitable Donations
Making a charitable donation of stock is easy with Scottrade. Simply complete a Charitable Gift LOA form and bring it to your local branch office.
A few tips to remember when completing the Charitable Gift LOA form:
- Make sure all information on the form is complete and accurate, particularly the information for the receiving firm.
- Include the name and phone number of a contact person at the charitable organization.
- Make sure you designate an exact number of shares that you would like to donate, not a dollar value.
- If you are making a donation from a retirement account, you will need to complete a Distribution Form in addition to the Charitable Gift LOA. Use the Traditional IRA Distribution Form or the Roth IRA Distribution Form, depending on the type of retirement account you hold.