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ADDITIONAL CONTACT INFORMATION Church Foundation Inc. 865 690-8124 865 690-3162 fax Roger Redding Executive Director rogerredding holston.org Paul Bowman Director of Gift Planning paulbowman holston.org Brenda Mills Account Manager brendamills holston.org EIN 62-1112387 P O Box 16852 Bristol VA 24209-6852 276 466-1600 276 466-2800 fax Cindy Rockett Executive Director cindy crossroadsmedicalmission.org EIN 54-2038877. The Holston Conference of the United Methodist Church Foundation Inc....
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How to fill out gifts of stocks and
How to fill out gifts of stocks and
01
Start by gathering all the necessary information about the stocks you wish to donate, including the number of shares and their current market value.
02
Contact the organization or charity to which you plan to donate the stocks and inquire about their specific procedure for accepting gifts of stocks. They will usually provide you with a stock donation form or instructions.
03
Fill out the stock donation form or follow the given instructions, providing the required details such as your name, contact information, name of the stock, number of shares, and their current value.
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When filling out the form, ensure accuracy and double-check all the information provided.
05
If necessary, consult with a financial advisor or tax professional to understand the potential tax implications of donating stocks.
06
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After submitting the donation, keep a copy of all the relevant documents and records for your personal records and for tax purposes.
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It is advisable to consult with your tax advisor to ensure you take full advantage of any tax benefits associated with your donation of stocks.
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Individuals who want to support a particular organization or charity by donating stocks.
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People who wish to leave a legacy or make a lasting impact through their charitable contributions.
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Donors who wish to leverage the potential tax benefits associated with donating stocks instead of cash.
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What is gifts of stocks and?
Gifts of stocks and refer to donating shares of a company to a recipient as a gift.
Who is required to file gifts of stocks and?
Individuals who have given gifts of stocks and are required to file the necessary paperwork with the appropriate authorities.
How to fill out gifts of stocks and?
Gifts of stocks and can be filled out by completing the required forms provided by the IRS or relevant tax authorities.
What is the purpose of gifts of stocks and?
The purpose of gifts of stocks and is to transfer ownership of shares of a company to another individual or organization as a gift.
What information must be reported on gifts of stocks and?
Information such as the value of the stocks, the date of the gift, and the recipient's information must be reported on gifts of stocks and.
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