Stock Transfer

Donating stock can be one of the most tax-efficient ways to give. We've partnered with Overflow to make donating stock online quick, easy, and secure.

By donating appreciated stock that you've held for over a year you can save up to 20% in capital gains taxes and deduct the charitable donation on your federal income taxes. To understand the full tax benefits of giving appreciated stock please consult with your tax  professional.

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Lincoln With The Chapmans
Mia & Hoffman her guide dog
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Digital Form Submission

  • This form tells Fidelco that you have initiated a stock transfer with your broker. Upon submission, you will receive an email with the information provided to pass on to your broker.

Manual Submission

  • If you would like to complete the form manually, please select the downloadable PDF and email a copy to info@fidelco.org or mail a copy to:

    Fidelco Guide Dog Foundation
    Attn: Diane Lindeland
    103 Vision Way
    Bloomfield, CT 06002

For electronic transfers, transfer to:

Charles Schwab DTC
Clearing #0164, Code 40
FBO: Fidelco Guide Dog Foundation, Inc.
A/C # HT3268-9509

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