Step-by-Step Guide For Giving and Receiving Charitable Donations

We are thrilled to be a part of your charitable endeavors. Community outreach and giving back have always been part of our company's core values, and we welcome the opportunity to help our clients with philanthropic donations. TLW can serve you in a couple of different ways.

If you are involved in a charitable organization we can facilitate the transfer of stock as a donation option.

Additionally, if you are passionate about a cause, TLW can help with the gifting of highly appreciated stock.

Note that we are investment managers and not tax advisors. Please consult your tax advisor to find out if this is an appropriate option for you.

 
 
 

Receiving Stock On Behalf Of An Organization

  1. Receive Determination Letter from IRS for Charitable Organization status

  2. Open a Corporate account with TLW and provide your advisor with the Determination Letter

  3. Add a DONATE STOCK link to your organization’s website with the required form

  4. Receive the stock directly into your account

Gifting Stock To Support A Charitable Organization

  1. Must have a taxable account with TLW

  2. Provide us with a letter of authorization on who you would like to support and how much

  3. Sign the transfer of stock form

  4. Keep records for tax purposes