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Indicate Stock Name Taxpayer ID 27-3116300 DTC Account 6307-9021 Broker Wells Fargo Advisors Attn Lilia Vaca Paul Wallin Contact Lohbeck Capital Management Group of Wells Fargo Advisors 408 291-2050 or 208 363-7647 Please note DTC Transfers may take 24-48 hours Yours Truly PRINT Donor s Name Donor s Signature Instructions to Donor This Letter of Authorization is used by you to instruct your broker s to transfer securities as a donation to above name Non-Profit. Operation Care Comfort www....
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What is stock gift donations letter?
Stock gift donations letter is a document used to acknowledge and report the donation of stocks or securities to a charity or non-profit organization.
Who is required to file stock gift donations letter?
The donor of stocks or securities is required to file a stock gift donations letter.
How to fill out stock gift donations letter?
To fill out a stock gift donations letter, the donor must include their name, address, the description of the stocks or securities donated, the date of the donation, and the estimated value of the donation.
What is the purpose of stock gift donations letter?
The purpose of stock gift donations letter is to provide evidence of the donation for tax deduction purposes and to acknowledge the generosity of the donor.
What information must be reported on stock gift donations letter?
The stock gift donations letter must include the donor's information, details of the donated stocks or securities, the valuation of the donation, and any restrictions on the donation.
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