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The certificate should be assigned to Schwab by listing Charles Schwab Co. Inc. on the assignee line. Deposit into your brokerage account. Your broker should be able to deposit your certificate into the DTC for your brokerage account. DONATION VALUATION In determining the donation value of a stock or bond it is recommended that the donor refer to the IRS Publication 561 Determining the Value of Donated Property. Determining Fair Market Value FMV. For publicly held securities the FMV of each...
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How to fill out stock donation procedures
How to fill out stock donation procedures
01
First, gather all the necessary documentation such as the stock certificate and the transfer form.
02
Next, determine the charity or nonprofit organization you wish to donate the stock to.
03
Contact the organization to inquire about their stock donation procedures and obtain any additional forms or information required.
04
Fill out the transfer form with accurate details, including your personal information, the stock name and quantity being donated, and the charity's information.
05
Ensure that all required signatures are provided on the transfer form.
06
Submit the completed transfer form, along with the stock certificate, to your brokerage or financial institution.
07
Notify the charity of the pending stock donation and provide them with any required documentation or information.
08
Follow up with your brokerage or financial institution to ensure that the stock transfer is successfully completed.
09
Finally, obtain a receipt or acknowledgment from the charity for your stock donation, which can be used for tax purposes.
Who needs stock donation procedures?
01
Individuals or organizations who hold stocks and wish to support charitable causes.
02
Financial institutions or brokerage firms that facilitate stock donations.
03
Charities or nonprofit organizations that rely on donations to fund their operations or projects.
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