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Appendix ROMAN CATHOLIC DIOCESE OF CHARLOTTE Instructions to Donate Securities(See Page 2 for Donations of Stock and Page 3 for Donations of Mutual Funds) Gifts of securities may be made via electronic

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How to fill out gifts of securitiescrs

01

Obtain the necessary forms from the organization or institution where you plan to donate the securities.

02

Gather all the relevant information about the securities you wish to donate, including their symbol, quantity, and current market value.

03

Consult with a financial advisor or tax professional to understand the potential tax implications of your donation.

04

Complete the forms provided by the organization, providing accurate details about the securities and any specific instructions regarding the donation.

05

If required, obtain a medallion signature guarantee from a qualified financial institution.

06

Submit the completed forms, along with any supporting documents, to the organization or institution as per their instructions.

07

Follow up with the organization to ensure that the securities have been successfully transferred and properly acknowledged.

Who needs gifts of securitiescrs?

01

Gifts of securitiescrs are typically needed by charitable organizations, non-profits, and educational institutions.

02

Individuals who wish to support a cause or organization while obtaining potential tax benefits may also consider donating gifts of securities.

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What is gifts of securitiescrs?

Gifts of securitiescrs refer to donations of stocks, bonds, or other securities to a charitable organization.

Who is required to file gifts of securitiescrs?

Any individual or organization who has made a gift of securities with a value over a certain threshold may be required to file gifts of securitiescrs.

How to fill out gifts of securitiescrs?

To fill out gifts of securitiescrs, you typically need to provide information about the donor, the securities being gifted, and the charitable organization receiving the gift.

What is the purpose of gifts of securitiescrs?

The purpose of gifts of securitiescrs is to track and report donations of securities for tax and accountability purposes.

What information must be reported on gifts of securitiescrs?

Information that must be reported on gifts of securitiescrs typically includes the donor's name, the type and value of securities donated, and the recipient organization's details.

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