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STOCK DONATION FORM After completing and signing this form, please: Send one copy to your broker (only your broker can initiate the stock transfer) Send one copy via USPS to email to: Advancement

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How to fill out stock donation form

01

Step 1: Obtain the stock donation form from the charitable organization you wish to donate to.

02

Step 2: Fill out your personal information, including your name, address, and contact details.

03

Step 3: Provide details about the stock you are donating, such as the company name, number of shares, and stock symbol.

04

Step 4: Indicate the purpose or designation for your donation, if applicable.

05

Step 5: Sign and date the form to certify that the provided information is accurate.

06

Step 6: Follow any additional instructions mentioned on the form regarding submission or delivery of the form.

07

Step 7: Retain a copy of the completed form for your records, if necessary.

Who needs stock donation form?

01

Individuals or organizations who wish to donate stocks as a charitable contribution.

02

Charitable organizations that accept stock donations.

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What is stock donation form?

The stock donation form is a document used to transfer ownership of stocks or securities from one party to another as a charitable donation.

Who is required to file stock donation form?

Individuals or organizations who wish to donate stocks or securities as a charitable contribution are required to file a stock donation form.

How to fill out stock donation form?

To fill out a stock donation form, donors typically need to provide details about the stocks or securities being donated, including the type, quantity, and value.

What is the purpose of stock donation form?

The purpose of the stock donation form is to document and facilitate the transfer of ownership of stocks or securities as a charitable donation.

What information must be reported on stock donation form?

Information such as the type of stocks or securities being donated, quantity, value, donor information, and recipient organization details must be reported on the stock donation form.

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