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DONATION OF SECURITIES as of September 19, 2013, Please fax this form to your BROKER AND CEE Fax 323×6513604 If you wish to make a contribution to The Center for Early Education in the form of securities
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How to fill out a donation of securities form:
01
Obtain the appropriate form: Begin by acquiring the required donation of securities form from the organization or institution you intend to donate to. Usually, these forms can be found on the organization's website or can be requested directly from their office.
02
Provide personal information: Fill in your personal details such as your full name, address, phone number, and email address. This information is necessary for the organization to properly acknowledge your donation and issue any tax receipts.
03
Specify the type of security: Indicate the type of securities you wish to donate. This could include stocks, bonds, mutual funds, or other investment assets. Provide as much detail as possible, including the name of the security, the number or quantity being donated, and any relevant identifying information.
04
Determine the valuation method: Choose the valuation method you prefer for your donation. Generally, there are two options: the average market value on the date of the donation or the average cost basis. Consult with a tax professional to determine the most appropriate valuation method for your specific situation.
05
Sign and date the form: Make sure to carefully read through the entire form, ensuring that all required fields are filled out accurately. Then, sign and date the form to certify that the information provided is true and accurate to the best of your knowledge.
Who needs a donation of securities form?
01
Individuals looking to support charitable organizations: Anyone who wishes to make a charitable contribution through the donation of securities may require a donation of securities form. This form is necessary to outline the details of the donated securities and ensure proper documentation for tax purposes.
02
Organizations accepting donations of securities: Charitable organizations, non-profit organizations, and other institutions that accept donations of securities from individuals or corporations may require donors to complete a donation of securities form. This allows the organization to properly record and acknowledge the donation.
03
Donors seeking tax benefits: Individuals who wish to claim tax benefits for their charitable contributions may need to complete a donation of securities form. This form provides the necessary information for the organization to issue a tax receipt, which the donor can then utilize for tax deductions.
In summary, to fill out a donation of securities form, you must obtain the form, provide personal information, specify the type of security being donated, choose a valuation method, and sign and date the form. This form is typically required by individuals looking to support charitable organizations, organizations accepting donations of securities, and donors seeking tax benefits.
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What is donation of securities as?
Donation of securities is the process of gifting stocks, bonds, or other investment assets to a charity or non-profit organization.
Who is required to file donation of securities as?
Individuals or entities who have made a donation of securities valued over a certain threshold set by the IRS are required to file donation of securities.
How to fill out donation of securities as?
To fill out a donation of securities form, you will need to provide details on the donated securities, including their value, date of donation, and recipient organization.
What is the purpose of donation of securities as?
The purpose of donation of securities is to support charitable causes and receive tax benefits for the donated assets.
What information must be reported on donation of securities as?
Donation of securities forms typically require information on the donated securities, their value, date of donation, and details of the recipient organization.
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