Charitable Impact: Guide for Advisors

Welcome to the Guide for Advisors

This guide is designed for financial advisors and related professionals such as wealth advisors, wealth managers, and investment advisors. Review the policies, procedures, and forms associated with facilitating donations of publicly traded securities.


It’s Giving Season

We encourage you to open any new brokerage accounts and facilitate your clients' donations early. Assets must be received no later than December 31, 2023 to be eligible for a 2023 tax receipt. See key dates and deadlines.