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FRISBEE Securities Donor Form(For US residents requiring a tax receipt)Donor Instructions:Please notify FRISBEE of any planned stock contributions, so Merrill Lynch can be alerted to watch for the

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How to fill out charitable giving donating stocks

01

Contact the charity to see if they accept stock donations

02

Determine the stock you would like to donate

03

Calculate the fair market value of the stock at the time of donation

04

Transfer the stock to the charity's brokerage account

05

Obtain a receipt for your donation for tax purposes

Who needs charitable giving donating stocks?

01

Individuals who want to support a charity or cause through donations

02

Investors who want to benefit from tax advantages by donating appreciated stocks

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What is charitable giving donating stocks?

Charitable giving donating stocks is when individuals donate stocks or securities to a charitable organization instead of cash.

Who is required to file charitable giving donating stocks?

Individuals who donate stocks or securities to a charitable organization are required to file charitable giving donating stocks.

How to fill out charitable giving donating stocks?

To fill out charitable giving donating stocks, individuals should provide details of the donated stocks or securities, the charitable organization receiving the donation, and the value of the donation.

What is the purpose of charitable giving donating stocks?

The purpose of charitable giving donating stocks is to support charitable organizations and causes while also potentially receiving tax benefits.

What information must be reported on charitable giving donating stocks?

Information such as the name of the charitable organization, the date of the donation, the number of stocks or securities donated, and the value of the donation must be reported on charitable giving donating stocks.

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