🎉 You can now initiate a stock contribution from your Schwab account directly from Daffy! 🎉

Simply provide information on the shares you wish to contribute along with an electronic signature, and Daffy will send the transfer request paperwork to Schwab on your behalf.

Once you submit your request, there are no additional steps you need to take to complete this transfer. We'll notify you when we receive your shares from Schwab and credit the liquidated amount to your Daffy account.
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If you have a joint brokerage account at Schwab or would prefer to initiate the transfer directly from Schwab, please follow these instructions.

Note about Cost Basis

If you would like to send particular lots of a security, it is important that you enter the correct cost basis on the form. Generally, it cannot be changed after the fact. Please record the cost basis of an asset you are donating before transferring the asset to charity as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy does not have access to cost basis information for contributions so we will not be able to provide this information at a future date.