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Transferring Gifts of Securities 1. For securities held by a brokerage firm, instruct your broker to make an electronic transfer to: Broker Name: Fidelity Brokerage Services LLC Account Number: Z85252727

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How to fill out charitable donor flex program

01

Ensure you are eligible to participate in the charitable donor flex program.

02

Access the online portal or paper form provided by the program administrator.

03

Fill out your personal information including name, contact details, and employer information.

04

Select the charity or charities you wish to donate to and specify the donation amount.

05

Review and confirm all the information provided before submitting the form.

06

Submit the completed form through the designated method (online or by mail).

Who needs charitable donor flex program?

01

Individuals who want to support charitable causes through convenient and tax-efficient donations.

02

Employers who want to offer their employees a way to give back to the community through payroll deductions.

03

Non-profit organizations looking to receive donations from individuals through workplace giving programs.

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What is charitable donor flex program?

Charitable donor flex program allows individuals to donate to their favorite nonprofits through payroll deductions.

Who is required to file charitable donor flex program?

Employers who offer charitable donor flex program to their employees are required to file.

How to fill out charitable donor flex program?

Employers need to gather donation information from employees, calculate deductions, and submit the necessary forms to the designated organization.

What is the purpose of charitable donor flex program?

The purpose of charitable donor flex program is to provide a convenient way for employees to support charitable organizations through regular contributions.

What information must be reported on charitable donor flex program?

The program must report employee donation amounts, nonprofit organizations designated by employees, and any administrative fees deducted.

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