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GIFTING SECURITIES TO CONCORDIA COLLEGE Securities/stock through electronic transfer: Inform your broker that you would like to have the securities sent to Concordia College, Muirhead, Minnesota via
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How to fill out gifting securities to concordia

01
Collect all the necessary documents related to the gifting of securities.
02
Contact the Concordia University's Advancement office to inquire about their specific procedures and requirements for gifting securities.
03
Provide the necessary information and documentation regarding the securities you wish to gift, such as the type of securities, their current market value, and any applicable transfer instructions.
04
Complete and sign any required transfer forms or gift agreements provided by Concordia University.
05
Arrange for the transfer of the securities to Concordia University's designated account or brokerage.
06
Notify Concordia University's Advancement office once the transfer has been completed, providing them with any relevant transaction details or confirmations.
07
Advise your investment advisor or financial institution of the gift for tax purposes, as there may be potential tax benefits associated with gifting securities.
08
Consider consulting with a tax advisor or professional to ensure you are properly informed about the tax implications of gifting securities.

Who needs gifting securities to concordia?

01
Anyone who wishes to support Concordia University's mission and initiatives through a donation of securities can consider gifting securities to Concordia.
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Gifting securities to Concordia involves transferring ownership of stocks, bonds, or other investment assets to the university as a charitable donation.
Individuals or entities who wish to donate securities to Concordia are required to file the necessary paperwork for the transfer.
To donate securities to Concordia, one must contact the university's development office for instructions on how to fill out the transfer paperwork.
The purpose of gifting securities to Concordia is to support the university's mission and provide financial resources for programs, scholarships, and research.
The donor must report the type and value of the securities being donated, as well as any relevant tax information.
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