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DONATION OF SECURITIES INSTRUCTIONSThank you for your interest in donating stock and/or mutual funds to Pacific Symphony. To help facilitate your gift transfer, please utilize the information below.
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What is stocks and mutual funds?
Stocks and mutual funds are types of investments that represent ownership in a company or a pool of investments managed by a professional.
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Individuals and organizations who own stocks or mutual funds are required to file them.
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Stocks and mutual funds can be filled out by providing information on the name of the investment, number of shares owned, purchase price, and current value.
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The purpose of stocks and mutual funds is to help investors grow their wealth over time through capital appreciation and dividends.
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Information such as the name of the investment, number of shares owned, purchase price, and current value must be reported on stocks and mutual funds.
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