Empower & Excel--Stocks & Securities Gifts
Donating stocks is a great way to use your securities to help Empower and Excel achieve its goal of giving back to our communities and youth.
Here’s how you can donate your stocks today:
1. Connect with us to let us know of your plan in advance of your stock transfer — this will help us provide the necessary information to our broker so that your charitable gift will be accepted and recorded properly for income tax purposes.
2. Please complete this form
3. Send the original form and stock certificate to your stock broker
4. Send a copy of the form to Empower and Excel for follow-up, ATTN: (Treasurer).
5. Keep a copy for your own records.
** Please complete 1 form for each type of stock/security gift**
Dear Sir/Madam,
Please accept this letter as my authorization for a charitable stock donation to E*TRADE/ Morgan Stanley DTC 0015 , at Empower and Excel's account number 459134316.