Donor Form - Non Cash Assets

Thank you so much!!! Please complete the information below. The transfer instructions will be sent automatically to the email entered in the donor email space. If you are a broker and need that information please put your email in that spot.

Donor Contact Information

First Name

Last Name

Street Address

City

State

Zip Code

E-Mail

A confirmation email with further instructions will be sent to this email address. If the broker would like to receive this information please use the brokers email address here. Thanks!

Phone Number

Donation Information

Approximate Amount of Gift

Please provide the following information about your donation:

Apply this donation to the General Scholarship Fund to support eligible students enrolled at ANY participating school.Apply this donation to the SGO Fund for the school indicated below:

School Name

Let us know if you would like to split this gift between more than one school.

If the gift will be split between a different organization or SGO you will need to do those separately and complete the other organizations LOI.

Please provide the type and number of shares being gifted. If you don't know that information yet please let us know as soon as you do.

Type of Shares:

Number of Shares:

Type of Shares:

Number of Shares:

Use the space below for any comments or to indicate the type and number of shares for multiple shares being gifted.

Broker Information

First Name

Last Name

Phone Number

Sagamore Institute has an account with TDAmeritrade. We will immediately liquidate the assets and the state tax credit is based on 50% of the mean value on the day the shares were transferred. When this form is completed a confirmation email with instructions will be sent to the donor's email address entered above.

Contact Information