Hello - I assume someone has already done this, so thought that I would post my question. I want to make a charitable gift to my church from my Vanguard account. My church does not have a Vanguard account, nor do they want to create accounts at every brokerage account where they may receive a gift. Instead, they have asked that I transfer the funds to their TD Ameritrade account.
Has anyone done this from Vanguard? If so, can you briefly explain the process. Thanks.
Charitable Gift from Vanguard to TD Ameritrade
Re: Charitable Gift from Vanguard to [my church]
This is easy to do. Vanguard has a form to fill out to transfer shares to any non-Vanguard account. You should call them up for help. Other brokerages do the same thing.
Re: Charitable Gift from Vanguard to TD Ameritrade
Got it, will do. Thanks for the response.