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DONATE STOCKS, BONDS, AND MUTUAL FUNDS

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds directly to charity.

If you’re interested, please contact the Finance department at [email protected].

 

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How To Make A Donation

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We know that each company may have their own stock transfer procedures. Therefore, we recommend each stockholder do the following:

  1. Contact your company for the specific instructions and forms needed to initiate the transfer of stock to Concord. 
  2. Send the forms to Concord Finance Department so we can complete our portion of the form as the recipient of the stock.  
  3. Concord will follow the instructions provided to complete the stock transfer paperwork.
  4. Concord receives the stock certificate.
  5. Concord values the stock.
  6. Concord converts the stock to cash.

 

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Policies and Procedures

Download Concord's policy & procedure for receiving stock gifts.

 

Concord's Gift Acceptance Policy

 

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