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Stock Donation Form Please print, fill out and email or mail to: Brokerage information: M.J. Whitman & Co. Inc. 622 Third Avenue, 32nd Floor New York, NY 10017 Phone: (212) 8882290 Fax: (212) 6810852
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How to fill out stock donation form
How to fill out stock donation form
01
Obtain a stock donation form from the organization or charity you wish to donate to.
02
Fill out your personal information, including your name, address, and contact details.
03
Provide details about the stock you wish to donate, such as the company name, number of shares, and stock symbol.
04
Indicate the intended use of proceeds from the stock donation, if applicable.
05
Sign and date the form, and include any additional required documentation.
06
Submit the completed stock donation form to the organization or charity.
07
Keep a copy of the form for your records.
08
Consult with a tax advisor or accountant to understand any potential tax implications or benefits of your stock donation.
Who needs stock donation form?
01
Individuals or organizations who hold stocks or securities and wish to make a charitable donation may need a stock donation form. This form helps facilitate the donation process and provides the donor with documentation for tax purposes. Nonprofit organizations and charities also require stock donation forms to properly record and acknowledge the donations they receive.
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