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Gift of Stock Donor Intent Form TO BE COMPLETED BY THE DONOR AND RETURNED TO: Jennifer L. Goff, Executive Director Lancaster General Health Foundation 2110 Harrisburg Pike, Suite 205 Lancaster, PA
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How to fill out online gift of stock

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How to fill out online gift of stock

01
Visit the website of the stock brokerage firm that you want to use to donate your gift of stock.
02
Go to the 'Gifts and Donations' section on the website.
03
Fill out the online gift of stock form with the required information, such as your name, contact details, and the stock details.
04
Specify the charity or organization that you wish to donate the stock to.
05
Read and agree to any terms and conditions related to the gift.
06
Submit the online form and wait for a confirmation email or notification from the brokerage firm.
07
Follow any additional instructions provided by the brokerage firm to complete the donation process.
08
Keep records of the donation for tax purposes.

Who needs online gift of stock?

01
Anyone who wants to donate stocks as a charitable gift.
02
Investors who have appreciated stocks and want to avoid capital gains taxes.
03
People who want to support their favorite charities or organizations through non-cash donations.
04
Individuals who want to make a positive impact through philanthropy.
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Online gift of stock is a method of transferring shares of publicly traded companies to another party electronically.
Anyone who wishes to gift stock online is required to file the necessary paperwork.
To fill out online gift of stock, one must typically complete an online form provided by the brokerage or transfer agent handling the transaction.
The purpose of online gift of stock is to transfer ownership of shares to another party as a gift.
Information such as the donor's and recipient's names, the number of shares being transferred, the value of the shares, and the date of transfer must be reported on online gift of stock.
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