Trees for the Future Stock Donation Form

By completing the form below, you confirm that you are a financial advisor acting on behalf of your client. Thank you for helping to facilitate your client's stock gift to Trees for the Future (TREES).

Once you fill out this form, you will receive an email with the information you need to make your stock gift to TREES.

Not a financial adviser? Use our donor form instead.

Financial Advisor Information

First Name

Last Name

Phone Number

Firm Name

Client's Information

First Name

Last Name

Phone

Address Line 1

Address Line 2

City

Country

State

Provinces

State/Province

Postal Code

Does the donor wish to remain anonymous?

YesNo

Donation Information

Name or Ticker Symbol of Stock:

Number of Shares:

Date of Transfer (Anticipated)

Notes

Trees for the Future is a registered 501(c)(3) nonprofit organization. All contributions are tax-deductible to the fullest extent provided by law. Every effort will be made to sell non-marketable securities as quickly as possible. For tax purposes, the value of the stock will be an average of the high and low prices on the date of the gift. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules.
Please contact giving@trees.org or call (240) 650-0149 with any questions. Thank you so much for your support!

Contact Information