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Diocese of Kansas City St. JosephParish Toolkit: Securities Donations 2018Parish Toolkit: Securities Donations Contents A. Stewardship and Development........................................................................................................
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How to fill out parish toolkit securities donations

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How to fill out parish toolkit securities donations

01
Begin by gathering all necessary information and paperwork regarding the securities you wish to donate.
02
Contact the parish toolkit or the person in charge of donations to inquire about their specific process and requirements for accepting securities donations.
03
Provide the required information about the securities, including their type, quantity, and any relevant documentation such as stock certificates or account statements.
04
Consult with a financial advisor or tax professional to understand the potential tax benefits and implications of donating securities.
05
Complete any additional forms or paperwork as requested by the parish toolkit, including any necessary transfer instructions.
06
Send the completed paperwork and any required documents to the designated contact person or address provided by the parish toolkit.
07
Follow up with the parish toolkit to confirm the successful receipt of your securities donation.
08
Obtain a receipt or acknowledgement from the parish toolkit for your records and for tax purposes.
09
Consult with a tax professional to properly document and report the charitable contribution on your tax returns.

Who needs parish toolkit securities donations?

01
Parish toolkit securities donations may be needed by various religious organizations, churches, or parishes.
02
Individuals who are members or supporters of these religious organizations may also benefit from making securities donations.
03
It is best to directly contact the specific parish toolkit or organization to inquire about their current needs and how securities donations can be utilized to support their mission and programs.
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Parish toolkit securities donations are donations made in the form of securities such as stocks, bonds, or mutual funds to support the church or parish.
Anyone who has made donations in the form of securities to the church or parish is required to file parish toolkit securities donations.
To fill out parish toolkit securities donations, donors need to include information about the securities donated, the value of the securities, and any relevant account information.
The purpose of parish toolkit securities donations is to track and report donations made in the form of securities to the church or parish for tax and financial record-keeping purposes.
Donors must report information such as the name of the securities donated, the date of donation, the market value of the securities at the time of donation, and any relevant account information.
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