Evaluate Your Own Securities Donation Program

­Regardless of the size of your organization or level of fundraising effort, AssetStream's solutions can dramatically increase your fundraising results while eliminating the work of securities gift processing.

For organizations that have no current system for receiving and processing gifts of securities, the decision to use AssetStream is very simple -- a resounding YES!

If your organization is currently receiving gifts of securities, we suggest you take this quick test to determine if AssetStream can help. Just make a mental note every time you say "yes". We think you're going to be surprised.

Would you be interested in:

  • increasing the number and size of gifts of stocks, mutual funds and other securities your organization receives?
  • improving the way you educate donors and their advisers regarding the advantages and ways of giving securities?
  • improving your ability to identify and cultivate capital and planned gift donors?
  • making it nearly as convenient for your donors to give securities as writing a check and as easy for your organization to process them as cashing one?

Would you be interested in:

  • reducing your costs associated with processing and administering securities gifts by paying the costs only when you receive them?
  • eliminating the need to open and monitor multiple brokerage or mutual fund accounts to facilitate new gifts?
  • having your staff invest their time cultivating new gifts rather than processing the last one?
  • giving your donors the ability to initiate their stock gifts online in about five minutes at any time of day without having to bother their broker?

Would you be interested in:

  • giving your staff the ability to collect information from a donor and prepare customized signature-ready transfer documents in about five minutes without having to make one phone call or do any research?
  • tracking the processing of your securities gifts online in the same way you track an overnight package and have a complete audit trail?
  • having the ability to export all of the information on your securities gifts to Microsoft Excel or other software with the click of a link?
  • a turnkey program that will allow you to accept gifts of securities
    effortlessly with no additional staff or training requirements and ­process them off-budget?
  • having a very large leg up on the competition?

Has your organization ever:

  • lost securities gifts because you did not have the expertise to process them?
  • had difficulty completing all your year-end securities gifts prior to year-end?
  • had a donor opt to give cash because giving securities was just too complicated or time consuming?
  • received a DTC transfer of securities from a “mystery donor” and then had trouble identifying them?
  • had an unhappy donor because the transfer took too long and the value of the securities went down?
  • had trouble processing gifts of restricted stocks, mutual funds, or other uncommon securities?
  • lost a key staff member responsible for processing securities gifts thereby disrupting your securities donation program?
  • lost securities gifts because you simply give donors your brokerage account information and leave it to them and complete the transfer with the help of their own broker?
  • had to open a new account just to receive one mutual fund gift?

If you answered yes to any of these questions, AssetStream can help. Contact us today.­

Copyright © 2007 AssetStream LLC. A planned giving design center company. All rights reserved.