Looking for a hassle-free way to document stock donations?
Grab our free, ready-to-use template in Google Sheets, Excel, Word, Google Docs, or PDF. It’s easy to customize and keeps all the donation details neat and organized.
Explore our full library of free receipt templates for other donation or financial tracking needs.
What Is a Stock Donation Receipt Template?
A stock donation receipt template is a standardized document that nonprofit organizations use to acknowledge a donor’s contribution of stock, mutual funds, or other securities instead of cash.
It’s an essential document that helps donors claim tax deductions while ensuring nonprofits maintain proper records of non-cash contributions.
Download Spreadsheet Daddy’s Free Stock Donation Receipt Template
Our Stock Donation Receipt Template provides a professional format for documenting charitable contributions of securities and other stock holdings.
What’s included
- Comprehensive charity and donor details: Dedicated input fields capture essential information, including charity name, email, address, phone number, donor name, email, address, phone number, receipt date, receipt number, and received by field, ensuring complete record-keeping for every stock donation transaction.
- Itemized donation tracking table: Multi-column layout with Description, Quantity, Unit Cost, and Amount fields across pre-formatted rows, allowing charities to document multiple stock securities, shares, or assets within a single receipt for detailed donation records.
- Built-in calculation functionality: Individual amount fields for each line item automatically populate the Total Amount section at the bottom of the receipt, streamlining the process of calculating total donation value and reducing manual calculation errors.
- Flexible notes section: Designated space for recording additional critical information such as stock ticker symbols, brokerage transfer details, fair market valuation dates, CUSIP numbers, or special donation conditions that may be relevant for tax reporting purposes.
You can easily add or remove columns in the table section to match your organization’s specific tracking and reporting requirements.
Download a free blank stock donation receipt template in your preferred format using the links below:
How to Use Our Stock Donation Receipt Template
1. Get this stock donation receipt template available in Excel, Word, or PDF, or make your own version in Google Sheets or Docs.
2. Enter your charity’s details at the top, including the name, email, address, phone number, and logo.
3. Fill in the donor’s information along with the donation date, receipt number, and the name of the person receiving the donation.
4. List the donated items, including quantity and value for each. The template will automatically calculate the line totals.
5. The total donation amount is calculated automatically.
6. Use the Notes section to include any additional details or special instructions.
