How do I contribute stock from my Fidelity account?
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Written by Support
Updated over a week ago

To contribute stock and ensure that it is attributed to your account quickly, you must create a stock contribution "intent" first.

To do this, go to the Daffy app or website and select “Add Funds,” then "Stock," and answer the prompts to let us know the details of your stock contribution. Creating an intent helps us avoid delays in attributing your contribution to your Daffy account.

Please note that Daffy only accepts publicly traded stocks and ETFs.

Fidelity requires account holders to complete a paper form to transfer shares as a gift. This form is editable and has been pre-filled with Daffy’s information in Section 2.

Please type in the email address you use to log into your Daffy account in the “For the Benefit of” section (next to Daffy Charitable Fund).

Note: Daffy's account number has 3 zeros not the letter O.

Note about Cost Basis: If you would like to send particular lots of a security, it is important that you enter the correct cost basis on the form. Generally, it cannot be changed after the fact. Please record the cost basis of an asset you are donating before transferring the asset to charity as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy does not have access to cost basis information for contributions so we will not be able to provide this information at a future date.

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