Planning to donate securities?

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Please complete this form and we'll send you our brokerage account information so you can instruct your broker to initiate the transfer of your publicly-traded securities. Our broker will sell the shares immediately upon receipt and we will then send you a charitable tax receipt from Georgia Strait Alliance for the fair market value at the date of transfer.

Please allow up to four weeks for this process.

Donor Name (as it should appear on the tax receipt):

Donor's Phone Number:

Donor Email:

Broker's Name:

Broker's Phone Number:

Broker's Email:

Approximate number and value of shares donor plans on giving Georgia Strait Alliance:

Next steps:

Once you have submitted this form, we will email you the account information and our contact at Scotia McLeod to facilitate the transfer. If you have any questions in the meantime, please email us at gsa@georgiastrait.org.

Thank you!

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