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Stock Donation Notification TO:Jeremiah Stancampiano Senior Financial Manager 9702477425 jjstancampiano fortress.from: PHONE: I am making a tax-deductible gift of stock to the Fort Lewis College Foundation.
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01
Open the flc-foundation-gift-of-stockpdf document on your computer.
02
Fill in your personal information, such as your name, address, and contact details, in the designated fields.
03
Provide the details of the stock or stocks you wish to gift, including the name of the stock, number of shares, and current market value.
04
Indicate whether you have previously made any gifts of stock to the FLC Foundation.
05
Sign and date the document to confirm your consent and agreement.
06
Verify that all the required fields have been filled out accurately and completely.
07
Save a copy of the filled-out flc-foundation-gift-of-stockpdf for your records and submit it as instructed by the FLC Foundation.
Who needs flc-foundation-gift-of-stockpdf?
01
Anyone who wishes to make a gift of stock to the FLC Foundation needs flc-foundation-gift-of-stockpdf. It is a form that helps individuals provide necessary information about the stock they intend to gift and their personal details to initiate the process.
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What is flc-foundation-gift-of-stockpdf?
flc-foundation-gift-of-stockpdf is a form used to report gifts of stock to the FLC Foundation.
Who is required to file flc-foundation-gift-of-stockpdf?
Donors who have gifted stocks to the FLC Foundation are required to file flc-foundation-gift-of-stockpdf.
How to fill out flc-foundation-gift-of-stockpdf?
To fill out flc-foundation-gift-of-stockpdf, donors must provide information about the gifted stock, including details such as the number of shares, date of gift, and valuation at the time of the gift.
What is the purpose of flc-foundation-gift-of-stockpdf?
The purpose of flc-foundation-gift-of-stockpdf is to report gifts of stock accurately to the FLC Foundation for tax and record-keeping purposes.
What information must be reported on flc-foundation-gift-of-stockpdf?
Information such as the donor's name, address, the stock symbol, number of shares gifted, date of gift, and valuation of the stock at the time of the gift must be reported on flc-foundation-gift-of-stockpdf.
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