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SHARE Donor Gift Order Form It is the Department Coordinators responsibility to track gift requests from PAPER pledge forms and ensure that donors receive requested gifts in a timely manner. Pledges
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How to fill out share donor gift order

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How to fill out share donor gift order:

01
Obtain a copy of the share donor gift order form. This form is typically provided by the organization or institution that is accepting the donation.
02
Fill in your personal information accurately. This may include your full name, address, phone number, and email address. Provide any additional information that is requested, such as your donor identification number or account details.
03
Indicate the type and number of shares you are donating. Specify the name of the company or stock symbol, as well as the quantity or percentage of shares you wish to gift.
04
If required, provide information about any restrictions or conditions attached to the donation. This could include limitations on the use of the gift, requirements for reporting, or specific purposes for which the donation should be used.
05
Determine the method of delivery for the share transfer. You may choose to deliver physical stock certificates or opt for an electronic transfer through a brokerage firm. Provide the necessary details for the transfer, such as the recipient's name and account number.
06
Sign and date the share donor gift order form. Ensure that your signature is legible and matches any other official documents you may have provided.
07
Retain a copy of the completed form for your records before submitting it to the designated recipient.

Who needs share donor gift order:

01
Individuals or organizations wishing to make a charitable donation of shares or stocks.
02
Donors who want to support a specific cause or institution by gifting securities.
03
Non-profit organizations, educational institutions, or charitable foundations that accept donations in the form of shares or securities.
04
Financial advisors or intermediaries assisting clients with philanthropic planning and advising on share donations.
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Share donor gift order is a legal document that specifies the transfer of ownership of shares from a donor to a recipient as a gift.
The donor or the person making the gift is typically required to file the share donor gift order.
To fill out a share donor gift order, the donor needs to provide details about the shares being gifted, the recipient, and any conditions attached to the gift.
The purpose of a share donor gift order is to legally document the transfer of ownership of shares as a gift from one party to another.
Information such as the details of the shares being gifted, the recipient's name and contact information, any conditions or restrictions on the gift, and the date of the transfer must be reported on share donor gift order.
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