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Columbia Grammar & Preparatory School 5 West 93rd Street, New York, N.Y. 10025 (212) 7496200 Fax: (212) 8654278INSTRUCTIONS FOR DONATING STOCK If your broker or bank holds your stock, it can be transferred
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How to fill out instructions for stock donation
How to fill out instructions for stock donation
01
Research and choose a reputable charity or organization that accepts stock donations.
02
Contact the charity or organization to inquire about their stock donation process and requirements.
03
Gather all necessary information and documents, such as the stock certificates or electronic statements.
04
Consult with a financial advisor or tax professional to understand the potential tax implications of your stock donation.
05
Fill out any required donation forms or paperwork provided by the charity or organization.
06
Submit the completed forms and any supporting documents to the charity or organization as per their instructions.
07
Follow up with the charity or organization to ensure that your stock donation has been successfully processed.
08
Keep records of the stock donation, including any acknowledgement or receipt provided by the charity or organization, for tax purposes.
Who needs instructions for stock donation?
01
Individuals who are looking to support charitable causes and have stocks or securities that they would like to donate.
02
Investors who want to receive potential tax benefits or avoid capital gains tax by donating appreciated stocks.
03
Charities or organizations that accept stock donations and need instructions or guidelines to provide to potential donors.
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