Where do users go to find our stock gift information after initiating the transfer from their broker?
Users must submit the contribution notification form in order for the stock gift to be liquidated and credited to the associated donor fund. The contributor(s) designated within this form will receive email communication once a transfer is completed.
Find My Stock Contribution Receipt and Details
Watch how to locate stock receipt details in the video above.
STEP 1
Log into the donor advised fund associated to the contribution of stock. Under the Profile Settings in the bottom left corner, click My Documents.
STEP 2
In the My Documents Center, adjust the filters for the date of the gift. In the Contribution Receipts section, click the dropdown arrow and locate the receipt.
For identifying the specific contribution details, users should go to the Contributions tab and find the line item in the Contribution History. Please watch the video for exactly what information is available in the Contribution Details for tax purposes.
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