Donate Securities

A donation of securities, including stocks, bonds, and mutual funds is the most efficient way to give charitably. Since capital gains taxes don't apply, you can give more and get more. Easily donate securities to OMAH today!

SECURITIES DETAILS

Name/Description of Security(Required)

Stock/Ticker Symbol

Number of total shares to donate(Required)

INVESTMENT MANAGEMENT

If using a self-directed online investment platform

Investment Platform

Account Number

If working with a broker

Investment Firm

Account Number

Advisor Name

Advisor Email

Advisor Phone

Donor Information

First Name(Required)

Last Name(Required)

Address Line 1(Required)

Address Line 2

City(Required)

Country

Province/State(Required)

Postal/Zip Code

IS THIS SECURITIES DONATION FROM A JOINTLY OWNED ACCOUNT?

Joint accounts are shared between multiple people. Enabling this will require both parties to sign off on the donation.

Enable joint account

Yes

If this securties donation is from a jointly owned account, please enter the donor information below.

Donor 2 - First Name

Donor 2 - Last name