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DONOR LETTER OF STOCK TRANSFER
Houston Christian High School (HHS) provides this form to assist the donor in instructing his/her broker to transfer
securities as a donation to HHS. The donation date
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How to fill out donor letter of stock

How to fill out a donor letter of stock:
01
Start by opening a blank document on your computer or using a pen and paper.
02
Begin the letter by including the current date and your contact information, including your name, address, phone number, and email address.
03
Address the letter to the recipient or organization you are donating the stock to. Include their name, title (if applicable), organization name, and address.
04
Clearly state that you are donating stock and specify the exact number of shares you are donating. If possible, include the stock symbol and the stock exchange where it is traded.
05
Provide important details such as the date of acquisition, the purchase price, and the fair market value of the stock on the date of the donation. This information is usually available on your brokerage statement or can be obtained from your financial advisor.
06
Consider including a brief explanation or personal message about why you have chosen to make this donation and the impact you hope it will have.
07
Thank the recipient for accepting the donation and express your gratitude for their work or cause.
08
If applicable, mention any specific instructions regarding the use or sale of the donated stock.
09
Sign the letter using your full legal name and include any additional documentation or forms required by the recipient or your financial institution.
10
Make copies of the letter and any accompanying documents for your records.
Who needs a donor letter of stock?
01
Individuals or organizations who wish to donate stock to a charitable cause or nonprofit organization.
02
Nonprofit organizations or foundations that rely on stock donations as part of their funding or fundraising efforts.
03
Financial institutions or brokerage firms that require documentation for tax purposes or to facilitate the transfer of stock ownership.
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What is donor letter of stock?
Donor letter of stock is a letter provided by a donor to confirm the donation of stocks or securities.
Who is required to file donor letter of stock?
The donor is required to file the donor letter of stock.
How to fill out donor letter of stock?
The donor must include details of the donated stocks, such as the quantity, date of donation, and the donor's information.
What is the purpose of donor letter of stock?
The purpose of donor letter of stock is to provide documentation of the stock donation for tax purposes.
What information must be reported on donor letter of stock?
The donor letter of stock must include details of the donated stocks, such as the quantity, date of donation, and the donor's information.
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