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Instructions for Delivery of Gifts through Stocks, Securities or Wire TransfersPrior to transfer of your gift, it is important that you fill out this form and send a copy to Kathy Wax, Temple Controller,

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How to fill out gifts of securitiesst cloud

01

Contact your broker or financial advisor to discuss the donation of securities.

02

Obtain the necessary information from the charity or organization you wish to donate to, such as their account details and DTC number.

03

Instruct your broker to transfer the securities to the charity's account.

04

Notify the charity of the pending transfer and provide any additional documentation they may require.

05

Follow up with the charity to ensure the transfer was successful and receive any acknowledgement for tax purposes.

Who needs gifts of securitiesst cloud?

01

Individuals or organizations looking to support a charity or non-profit organization in st. cloud through the donation of securities.

02

Donors who wish to maximize their impact and receive potential tax benefits from their charitable contributions.

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What is gifts of securitiesst cloud?

Gifts of securities cloud refers to the donation of stocks, bonds, or other securities to a charitable organization.

Who is required to file gifts of securitiesst cloud?

Individuals or organizations who have donated securities to a charitable organization are required to file gifts of securities cloud.

How to fill out gifts of securitiesst cloud?

Gifts of securities cloud can be filled out by providing details of the securities donated, the value of the donation, and the receiving charitable organization.

What is the purpose of gifts of securitiesst cloud?

The purpose of gifts of securities cloud is to report and document donations of securities to charitable organizations for tax and record-keeping purposes.

What information must be reported on gifts of securitiesst cloud?

The information that must be reported on gifts of securities cloud includes details of the securities donated, the value of the donation, and the receiving charitable organization.

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