Gifting stock or mutual fund gains from a non-retirement brokerage account is the traditional way to give. Please send our brokerage account information provided below to your personal broker or brokerage house, and they will help facilitate the transfer. However, this is not the only way to gift securities!
Should you decide to gift funds from a Traditional IRA as a Qualified Charitable Distribution (QCD), your personal broker or brokerage house will also help with that transfer.
Should you decide to gift funds from your 401(k), 403(b), 457, or any other employer sponsored plan, please get with your plan administrator or your HR department and they will help facilitate the gift. It is rare for this to be an option and each company and 401(k) has different rules on if and how they will process these requests.
The main thing we ask is that you contact Orphanos to provide pertinent information about your gift. We process donations for projects in 20+ countries. If we do not hear from you directly when you make a gift from investment accounts, we may not know which of our many projects you wanted to benefit.
If you have questions about inkind donations, please email: