Stock Transfers

Giving long-term owned, appreciated securities may provide benefits to you and to FIRST! If you would like to make a gift of stock to FIRST, we would be happy to provide stock transfer instructions to you.  It is a simple, straightforward process.

To support FIRST with a gift of stock, you can call or write to your broker, and ask your broker to initiate a "broker to broker" transfer. You would instruct your broker to donate the stock directly to FIRST.

FIRST will provide you with the name of our brokerage firm, the brokerage firm’s DTC number, the account name and number, and the telephone number and name of the broker contact at the firm.

Your broker can then transfer the securities directly to FIRST’s account. It is important that the securities be transferred to the FIRST account prior to being sold in order to avoid capital gains taxation.

Contact us at development@firstinspires.org or 1-800-871-8326 to make your gift today.

Our FIRST Donor Privacy Policy can be found here.