How to Donate Stock or Securities

Thank you for your interest in donating stock or securities to ECHO. It is usually beneficial to give appreciated securities since you bypass any capital gains tax due had you sold them – and you receive a charitable deduction for their fair market value.

Everything you need to donate stock or securities is right here. If you have questions or would like our help in the process, please feel free to contact us.

Electronic Transfer

Download "Notification of Transfer" form and send to: 

     ECHO Inc.

     Attn: Ali Diaz, Donor Relations Manager

     17391 Durrance Road, North Fort Myers, FL 33917

     email: adiaz@echonet.org phone: 239.567.3309

Delivery Instructions:

Transfer Agent: Finemark Financial
DTC# 0164; CODE 40
For Further Credit
ECHO, Inc.
Acct # 67714273
Federal Tax ID# 23-7275283

Certificate Transfer

If you have stock certificates in your possession, you may transfer them to ECHO by completing the back of each certificate as follows:

1. Download "Notification of Transfer" form, complete and send unendorsed certificate and a signed power in separate envelopes by certified mail to: 

     ECHO Inc.

     Attn: Ali Diaz, Donor Relations Manager

     17391 Durrance Road, North Fort Myers, FL 33917

     email: adiaz@echonet.org phone: 239.567.3309

2. Enter name(s) as they appear on the face of the certification.

3.  Enter assignee: 

     ECHO Inc.

     17391 Durrance Road

     North Fort Myers, FL 33917

4.  Enter number of shares being transferred.

5.  Obtain signature guarantee by signing in the presence of a bank or investment professional.