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STOCK GIFT LETTER OF INTENT Please complete this form for ALL STOCK or MUTUAL FUND gifts. For further assistance, please contact Stephen Zaborowski (405)7092745 or stewardship@archokc.org I (we) plan
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Stock represents ownership in a company, while a mutual fund is a pool of money collected from multiple investors to invest in various securities.
Individuals or entities who have investments in stocks or mutual funds are required to file them.
Stock and mutual fund investments can be reported on the relevant tax forms provided by the tax authorities.
The purpose of investing in stocks and mutual funds is to potentially grow wealth over time.
Information such as the name of the investment, the purchase price, the sale price, and any capital gains or losses must be reported.
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