Stock

Thank you for considering a gift of stock to the Workers Circle. Following this process will help you avoid capital gains tax while supporting the work we do:

1. Decide which shares of stock you want to donate.

You can donate many kinds of securities, including:

• Publicly traded stock

• Bonds

• Exchange-traded funds (ETFs)

• Mutual funds

You’ll need to know the following information about the stock you want to donate:

• The name of the stock

• Its ticker symbol (if it’s traded on the public stock market)

• The number of shares you want to donate

2. Email info@circle.org for the Workers Circle’s transfer information and brokerage account

3. Fill out the appropriate stock donation forms and send them to your brokerage.

You can usually find stock donation forms in your online account portal on your brokerage’s website.