Creating a Securities Donation Form

With a Securities Donation form, donors never have to leave your website to make a gift of stocks/mutual funds.

 

1. Login to your Charity Account and click on the ‘Donation Forms’ tab.

2. Click on the ‘Create new form’ button.

TIP: Before creating a new form, scroll down to the bottom of your screen to make sure there isn’t a Securities donation form already created for you!


 

2. Under Form Type, select ‘Securities’ from your drop-down list. 

 

 

3. Give your securities donation form a name (e.g., Securities Donations).

4. Click on the ‘Brand Form’ tab and use the colour-picker to match the colours of your donation form to your website or branding.  Click ‘Save’.

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