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Initiating a stock or ETF contribution through GoFundMe Giving Fund

We’re happy to help you through this process. Once you complete the steps below, you’ll be in contact with our Care team, and we can help answer any additional questions you may have.

  1. Fill out this form.
    • The Account # can be found under your Giving Fund“Add Funds” → “Stocks and ETFs” → Account number.
    • Note: We have pre-filled this to be a partial ACAT, which means you will only transfer some stocks.
    • Enter your Name and SSN under Account Receiving Assets
    • To fill out the Account Sending Assets section, log into your brokerage account. Find your account number, your brokerage's DTC number, and the Firm address (typically located in an account statement). 
    • Enter your name under Name on Account 
    • Fill the Account Type (will typically be Individual)
    • Pick the Stocks you want to donate. Please make sure to enter the name of the Stock under Assets Description
    • Do not fill out the Letter of Acceptance (Representative name, signature, date). 
  2. Submit the form and your most recent account statement here.
  3. Optional: After submitting the form with our team, if you’re initiating a partial transfer, reach out to your originating brokerage to confirm the specific shares you’d like to send to your Giving Fund.

Things to keep in mind

  • For maximum tax benefits. Contribute shares you’ve held over a year and have appreciated the most.
  • Record your cost basis before transferring. Most brokerages don’t keep this once shares leave your account, but you may need it for tax reporting.
  • Do not check “anonymous” on the form. We need your name to match the transfer.
  • Only stocks and ETFs are eligible. Mutual funds, fixed income, and other assets aren’t currently supported, and the transfer will fail if they’re included.
  • We’ll sell your shares once received. The sale proceeds are added to your Giving Fund balance.
  • Already picked an investment strategy? Your contribution will be invested automatically at the next market opportunity.
  • Transfers usually take 5–10 business days from when you submit it to your brokerage. Timing depends on your brokerage’s processing times and can sometimes take longer. We’ll notify you once it’s complete.

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