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DONATION OF SECURITIES Thank you for your donation of securities to Heritage Foundation of Williamson County. Please mail or email this completed form to: Susan Earl Hogback, CARE, FAF Chief Development
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Step 1: Contact your chosen charity or organization to confirm if they accept donations of securities.
02
Step 2: Determine the type and value of securities you wish to donate.
03
Step 3: Consult a financial advisor or tax professional to understand potential tax benefits and any restrictions on donating securities.
04
Step 4: Obtain the necessary forms or instructions from the charity or organization to complete the donation process.
05
Step 5: Fill out the donation form with accurate information, including details of the securities being donated.
06
Step 6: Follow the given instructions to transfer the securities to the designated account or broker of the charity.
07
Step 7: Keep copies of all relevant documents for your records.
08
Step 8: Inform your financial advisor or tax professional about the donation for tax planning purposes.
09
Step 9: Obtain a receipt from the charity to track your contribution for tax purposes.
10
Step 10: Consult your tax advisor when filing your taxes to ensure proper reporting of the donation.

Who needs donation of securities?

01
Individuals and organizations who want to support charitable causes and prefer to donate through securities rather than cash.
02
Charities, non-profit organizations, and educational institutions that rely on donations to fund their programs and operations.
03
Investors who want to strategically manage their investment portfolio, potentially avoid capital gains tax, and support charitable causes simultaneously.
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Donation of securities involves gifting stocks, bonds, or other investments to a charitable organization.
Individuals or organizations who donate securities worth more than a certain threshold amount are required to file donation of securities.
Donation of securities forms can typically be filled out online or by contacting the charitable organization you are donating to for their specific process.
The purpose of donation of securities is to support charitable causes while potentially receiving tax benefits for the donation.
Donation of securities forms typically require information such as the type of security donated, the number of shares, the date of donation, and the fair market value of the securities.
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