Information for Professional Advisers | ShareGift USA’s No Action Letter | Suggested Language for Corporate Documents | Suggested Language for Retail Brokers and Asset Management Firms

In addition to working directly with corporations, ShareGift USA works actively with lawyers, investment bankers, accountants and shareholder service firms who are assisting corporate clients in effecting mergers and acquisitions, spin-offs or other corporate transactions that may create odd lot shares. ShareGift USA works proactively with these firms in developing shareholder donation programs before the transactions are finalized, thereby minimizing the effort and costs associated with maintaining these new odd lot shareholdings.

ShareGift USA also works directly with retail brokerage and asset management firms, thereby encouraging clients to "spring clean their portfolios" of minor shareholdings to give them to charity via ShareGift USA.

Please see the following sections for further information or contact us at 212-813-9677.

Information for Professional Advisers | ShareGift USA’s No Action Letter | Suggested Language for Corporate Documents | Suggested Language for Retail Brokers and Asset Management Firms