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GIFTS OF STOCK, MUTUAL FUNDS or BONDS A gift of stock, mutual funds or bonds is an attractive way to make a donation to YOLO Land Trust. By giving appreciated property (such as stocks, mutual funds
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How to fill out gifts of stock mutual:

01
Determine the value: Assess the current value of the stock in order to determine the value of the gift. This information can be obtained from your broker or by checking the stock's market value.
02
Consult a tax advisor: Seek guidance from a tax advisor or accountant to understand the potential tax implications of giving a gift of stock mutual.
03
Complete the necessary paperwork: Contact the organization or institution where you wish to donate the stock and request their specific instructions for completing the gift. They may have a specific form or process to follow.
04
Provide required documentation: Gather any necessary documentation, such as stock certificates or account statements, that may be required to complete the gift. Follow the organization's instructions for submitting these documents.
05
Submit the gift: Once you have completed the paperwork and gathered the necessary documentation, submit the gift to the organization or institution according to their instructions. This may involve physically mailing the documents or transferring the stock electronically.
06
Keep records: Maintain a copy of all relevant documents and correspondence related to the gift for your own records. This will help you track the donation for tax purposes and provide proof of the transaction if needed.

Who needs gifts of stock mutual:

01
Charities and nonprofit organizations: Charitable organizations often rely on donations to support their programs and operations. Gifts of stock mutual can provide them with much-needed financial support.
02
Individuals planning for their estate: Those looking to leave a lasting legacy or reduce the tax burden on their estate can use gifts of stock mutual as part of their estate planning strategy.
03
Investors looking to diversify their portfolios: Donating stock mutual can be a way for investors to diversify their portfolios by liquidating a portion of their holdings and supporting causes they care about at the same time.

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