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3 Forward all of the documents to Colorado State Bank Trust Attn Roxann Deutch 1600 Broadway Denver CO 80202. 4 Send a copy of the Stock Gift Instructions and Designation Letter to Colorado State Bank and Trust Attn Roxann Deutch 1600 Broadway Denver CO 80202 and Colorado Episcopal Foundation Attn Scott Asper 1300 Washington Street The letter should include any special instructions for the stock gift i.e. who is designated as recipient s of the gift. Due to volume and consolidated banking...
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How to fill out stock gift instructions for

01
Obtain the necessary stock gift instructions form or document.
02
Fill out the donor information section, including your name, address, and contact information.
03
Provide the details of the stock gift, such as the name of the stock, quantity, and any specific instructions or restrictions.
04
Include information about the recipient of the stock gift, including their name, address, and contact information.
05
Specify the purpose or use of the stock gift, if applicable.
06
Sign and date the stock gift instructions form.
07
Submit the completed form to the appropriate party or organization according to their guidelines or instructions.
08
Retain a copy of the completed stock gift instructions for your records.

Who needs stock gift instructions for?

01
Individuals who wish to donate stocks to organizations or individuals.
02
Individuals who want to provide clear instructions on how to handle their stock gift.
03
Organizations or charities that accept stock donations and require detailed instructions.
04
Financial institutions or brokers who need specific instructions to carry out a stock gift transfer.
05
Legal professionals who assist clients in preparing stock gift instructions.
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Stock gift instructions are used to transfer ownership of stocks from one party to another as a gift.
The recipient of the stock gift is required to file stock gift instructions.
Stock gift instructions can be filled out by providing details of the donor, recipient, stock information, and any special instructions.
The purpose of stock gift instructions is to legally transfer ownership of stocks as a gift.
The information that must be reported on stock gift instructions includes the names and contact information of the donor and recipient, details of the stocks being gifted, and any special instructions.
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colorado washington deutch roxann cef coef officecoef asper attn episcopal designation effected brokerage reflecting consolidated forwarded org transactions recipient donors certificates deposited proceeds stating indicating

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