Everything You'll Need for a Successful Stock Sale

SEVEN STEPS
1. Recruit Team

2. Customize templates

3. Pre-blitz Promotion

4. Phone Blitz Set-up

5. Phone Blitz

6. Post-blitz Follow-up

7. Shareholder Reception

Step 2: Customize Templates
Stock In You provides several document templates for you to use for your fundraiser. Each of these documents can be easily customized for your specific program or event. You can customize these each year as your needs change.

Tools provided for Step 2:

• Customization checklist
• 3 Letter Templates
• 4 Stock Certificate Templates
• Brochure