Do I Need to Request DTC Transfer Instructions Each Time I Donate Stock?

Last updated: September 17, 2026

A new request helps ensure your gift gets exactly where it needs to go!

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Submit a New Request for Each Stock Gift  |  Why This Matters
My Shares Were Already Transferred—Now What?

Submit a New Request for Each Stock Gift

To help keep everything running smoothly and avoid delays, you (or your Financial Advisor) must submit a new stock gift request for every donation, even if you've donated stock to the same organization before. ⚡️

  • 📦 Think of it like mailing a package: Each time you send one, you need a new shipping label, even if it’s going to the same place.
  • ✅ Similarly, each stock donation needs its own entry, so it can be properly tracked and delivered.

 

Why This Matters

This step ensures your gift is matched to the correct recipient, credited to you as the donor, and applied to your preferred designation. Without it, your nonprofit will be unable to attribute your donation or issue an acknowledgment letter. 🚫

Submitting a New Request Helps:

  • 📇 Accurately link your gift to your name and contact details
  • 🗂️ Ensure your nonprofit receives and processes your gift without delay
  • 🧾 Confirm you receive an acknowledgment letter for your records

 

My Shares Were Already Transferred—Now What?

I (or my Financial Advisor) already sent my shares without submitting a stock gift request online. What should I do?

No worries! If a stock gift request wasn’t submitted on your nonprofit’s donation page before your shares were transferred, your donation won’t automatically appear on our platform or on your Donor Profile.

To make sure your gift is properly acknowledged, please email our Support team with the following information:

  1. Your Information
    • 👤 First and last name
    • 📞 Phone number
    • 📧 Email address
    • 🏠 Mailing address
  2. Gift Information
    • 📈 Number of shares and stock ticker(s)
    • 🗓️ Date the shares were transferred
    • 🏦 Brokerage the shares were transferred from
    • Designation (Campaign and subcampaign, if any)