Donating from an Investment Account

The Valley Giving Guide offers a unique opportunity for you to make a single donation from your investment account and have it easily distributed among the nonprofits you care about. Plus, we’ll add bonus dollars to your donation, increasing the impact on the nonprofits you choose to support.

Here’s how it works: First, you transfer your chosen investment—let’s say 50 shares of Microsoft stock—to the Valley Giving Guide’s brokerage account. Then, you simply provide us with a list of the nonprofits you want to support. We’ll take care of the rest, liquidating the stock and distributing the proceeds to your selected organizations. Finally, you’ll receive one comprehensive tax acknowledgement letter for your entire donation, simplifying your record-keeping.

What’s even better is that we don’t charge any fees for this service, so 100% of your donation goes directly to the nonprofits you choose. With the added Boost dollars, the nonprofit will receive even more! 

Download the Instructions