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Donation of Publicly Traded Securities to the Walrus Foundation Charitable # 861851624RR0001 Please note: As of May 2, 2006, donations of publicly traded securities to charities are exempt from capital
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How to fill out publicly traded donations:

01
Determine the organization: Identify the non-profit organization or charitable cause that you wish to support through your publicly traded donations. Research their mission, objectives, and any specific guidelines they may have for accepting donations.
02
Consult a financial advisor: Reach out to a certified financial advisor or tax professional who can guide you through the process of donating publicly traded securities. They can help you understand the tax implications and ensure you follow the proper procedures.
03
Gather necessary information: Collect all the relevant information about the securities you wish to donate, including the stock or bond symbol, number of shares, and the date of acquisition. This information will be needed when filling out the donation paperwork.
04
Contact the organization: Reach out to the non-profit organization or charity and inform them of your intention to donate publicly traded securities. They will provide you with the proper documentation and instructions for completing the donation process.
05
Complete the necessary forms: Fill out the required forms provided by the organization accurately and completely. Provide all the requested details about the donated securities, including their current market value, so that the organization can properly acknowledge your contribution.
06
Transfer securities: Initiate the transfer of securities to the organization's designated brokerage account. This usually involves contacting your own brokerage firm and instructing them to transfer the securities to the organization's account.
07
Notify the organization: Inform the non-profit organization or charity once the transfer of the securities is complete. Provide them with any additional documentation or proof of the transfer that they may require.

Who needs publicly traded donations?

01
Non-profit organizations: Publicly traded donations are often needed by non-profit organizations to support their operations, programs, and services. These organizations rely on donations to further their cause and make a positive impact in their communities.
02
Charitable causes: Various charitable causes such as education, healthcare, environmental conservation, disaster relief, and social services can benefit from publicly traded donations. These donations help fund initiatives and projects aimed at addressing specific social, environmental, or humanitarian needs.
03
Individual donors: Individuals who have appreciated publicly traded securities in their investment portfolio can benefit from donating them instead of selling them and incurring capital gains taxes. By making a publicly traded donation, individuals can support causes they believe in while potentially maximizing their tax benefits.
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Publicly traded donations are donations of securities or stocks that are traded on the stock exchange.
Individuals or organizations who receive publicly traded donations are required to file them.
Publicly traded donations can be filled out by reporting the details of the securities or stocks donated.
The purpose of publicly traded donations is to provide support or funding to a recipient organization through the transfer of securities or stocks.
The information that must be reported on publicly traded donations includes the type of security donated, the number of shares donated, and the value of the donation.
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