Donate Securities (Stocks, Mutual Funds, ETFs)

Make a tax‑smart, high‑impact gift by donating appreciated stocks, mutual funds, or ETFs. Your support helps families and strengthens essential programs.

Make a bigger impact with stock gifts the Alexander Foundation:

Donating appreciated securities can be a tax‑advantaged way to support children and families facing craniofacial challenges. We’ll provide simple instructions for your broker to ensure a smooth transfer. Your gift also helps fund education, advocacy, and support programs.

Email for transfer instructions

Get a broker letter template

Potential tax advantages. If you’ve held a security for more than one year, you may avoid capital gains tax and may be eligible for a charitable deduction. Consult your tax advisor.

Quick and secure. Most transfers complete within a few business days after your broker initiates the transaction.

High impact. Your full, transferred shares directly support families and vital programs.

How it works

Email us at donations@thealexanderfd.org and share the ticker symbol and approximate number of shares you intend to transfer.
We’ll respond with our brokerage details (DTC, account number, receiving firm) and a quick confirmation form.
Instruct your broker using the template below or their form. Ask them to include your full name and contact info.
We’ll acknowledge your gift as soon as the shares settle.

Note: Mutual funds or restricted stock may require additional processing time. We will coordinate closely with you and your advisor.

Broker letter / DTC transfer template

To: [Brokerage Name], [Advisor/Broker Name]
Re: Charitable transfer of shares to The Alexander Foundation (Tax ID/EIN: 03-0534249)

Please transfer the following securities as a charitable gift:
• Security: [Ticker / Name]
• Quantity: [Number of shares]
• Approximate date to transfer: [MM/DD/YYYY]

Deliver to: [Receiving firm name]
DTC #: [Provided by The Alexander Foundation]
Account Name: The Alexander Foundation
Account #: [Provided by The Alexander Foundation]

Please include the donor name and contact information with the transfer:
Donor: [Your Full Name]
Address/Email: [Your contact information]

Signature: _______________________ Date: ____________

Questions may be directed to donations@thealexanderfd.org.

Need our DTC and account details? Email us and we’ll reply promptly.