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No. of Recommendations: 2
I work for a nonprofit where we have a donor who donates stock in his publicly traded company to us every year in the form of stock certificates mailed to us in our name. There are definitely a ton of hoops to jump through to get them sold, or at least processed into our brokerage account to an electronic form where our investment advisor can sell them if they choose, like they would normally. Fortunately our investment advisor firm has someone who is really good at that paperwork and makes it easy for us (and by "us" I mean "me", who has to sign all the stuff).

Like you, I'm surprised Fidelity hasn't been able to do a better job for you. It doesn't sound like it should be that unusual for them. It also doesn't sound like your shares are "restricted" (originally held by a company insider). Ours are, and that creates a whole other set of hoops. I'll second the idea that you might have a conversation with the nonprofit that you are donating to. If they are large enough, they may have access to someone who can make the process easy.
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