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Get the free Donor Instructions for Gifts of Securities - Chadwick School - chadwickschool

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Donor Instructions for Gifts of Securities Below are instructions for donating gifts of stock to the RoesslerChadwick Foundation. Please forward these instructions to your brokers office. Most securities
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How to fill out donor instructions for gifts

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How to fill out donor instructions for gifts:

01
Start by clearly identifying yourself as the donor. Provide your full name, contact information, and any other relevant information that will help the organization identify you as the donor.
02
Specify the type of gift you are making. Whether it's a monetary donation, a physical item, or any other form, be clear about what you are giving.
03
State the purpose of the gift. If there is a specific project or program you want your donation to support, clearly mention it in the instructions.
04
If applicable, indicate whether you would like your gift to remain anonymous. Some donors prefer to keep their identity private, so make sure to specify if anonymity is desired.
05
Provide any additional instructions or preferences you may have. For example, if you want your gift to be used for a specific period, or if there are any conditions or restrictions you want to place on the donation, include them in the instructions.
06
Lastly, sign and date the donor instructions. This serves as your official acknowledgement and agreement with the instructions provided.

Who needs donor instructions for gifts:

01
Individuals who wish to make a significant donation and want to ensure that their gift is used according to their intentions.
02
Donors who want to support a specific cause or project and want to provide clear instructions on how their donation should be utilized.
03
Donors who desire to remain anonymous but still want to contribute to a cause or organization.
04
Philanthropists and individuals with estate planning considerations who need to provide specific instructions for their charitable contributions.
05
Donors who have particular preferences or restrictions on how their gift should be used, such as funding a scholarship or reserving funds for a specific purpose.
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Donor instructions for gifts are specific directions provided by the person giving a gift to outline how the gift should be used or managed by the recipient.
The person providing the gift is responsible for filing donor instructions in order to ensure their wishes are carried out.
Donor instructions for gifts can typically be filled out on a form provided by the recipient organization, detailing specific conditions and restrictions for the gift.
The purpose of donor instructions for gifts is to ensure that the gift is used or managed according to the donor's preferences and intentions.
Donor instructions for gifts should include details on how the gift should be used, any restrictions or conditions, and any specific preferences of the donor.
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