Palo Alto Partners in Education · Securities Pledge

About your securities donation

Thank you for letting us know you plan to transfer securities as a donation to Palo Alto Partners in Education! We will email you the instructions for making the transfer when you submit this form.

Transfers don't always arrive at our broker with information about who made them. By providing the information below you will help us identify you as the donor and get you your tax receipt in a timely manner.

Please note that tax receipts will be generated after the trade has settled and cleared which can take up to 10 business days from the time the transfer is completed.

Estimated Value of Your Securities Donation

*

Enter numbers only; please omit the dollar sign.

Estimated Transfer Date

*

For planning purposes, please plan to pay before February 1st.

Name

*

First Name

Last Name

Email

*

Verify Email

*

Address

*

Address Line 1

Address Line 2

City

State/Province

ZIP/Postal Code

Please let us know which brokerage will make the transfer:

Please let us know the number of shares and the name of the security you expect to transfer:

List me in the Annual Report?

If you will be requesting a matching gift, please let us know the name of your Employer

I am:

Parent of PAUSD student

Parent of a PAUSD Alum

Business Owner

Realtor

Community Supporter

Other

Let us know if you have any comments about your securities transfer.