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HOW TO DONATE SHARES AND SECURITIES TO THE WDM FOUNDATION Whether the securities are held as paper certificates, or in a brokerage account, it is important to know that the ownership of the shares

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How to fill out how to donate shares

01

Contact the organization or charity you wish to donate shares to inquire about their donation process.

02

Obtain the necessary form or documentation for transferring shares to the organization.

03

Fill out the required information on the form, including details of the shares being donated and your personal information.

04

Submit the completed form along with any supporting documents to the organization or their designated broker for processing.

05

Follow up with the organization to ensure the shares have been successfully transferred and received.

Who needs how to donate shares?

01

Individuals who want to support a cause or organization by donating shares of stock.

02

Investors looking to liquidate their investment portfolio while also making a charitable contribution.

03

Organizations or charities seeking donations in the form of stock or shares.

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What is how to donate shares?

Donating shares involves transferring ownership of stocks or securities to a charitable organization.

Who is required to file how to donate shares?

Individuals or organizations who have donated shares to a charitable organization are required to file how to donate shares.

How to fill out how to donate shares?

When donating shares, the donor must fill out the necessary transfer forms provided by the charity, as well as any additional documentation required by the IRS.

What is the purpose of how to donate shares?

The purpose of how to donate shares is to provide a method for individuals and organizations to contribute financial resources to charitable causes.

What information must be reported on how to donate shares?

The information that must be reported includes the donor's name, the number and type of shares donated, the value of the shares at the time of donation, and the recipient charitable organization.

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