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Gift of Marketable Securities Letter of Authorization from Donor to Broker Thank you for making a gift of securities to Seasons Center for Grieving Children. To transfer securities to Seasons Center
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How to fill out gift of marketable securities
How to fill out gift of marketable securities
01
Obtain the necessary forms from the organization you want to donate the securities to.
02
Gather all the relevant information about the securities, including the number of shares, the stock symbol, and the date of acquisition.
03
Consult with a financial advisor or tax professional to understand the implications and benefits of donating marketable securities.
04
Fill out the gift of marketable securities form provided by the organization, providing all the required information.
05
Attach any supporting documentation, such as the stock certificates or account statements.
06
Submit the completed form and supporting documents to the organization.
07
Keep copies of all the documents for your records and for tax purposes.
Who needs gift of marketable securities?
01
Individuals who want to support a nonprofit organization or charity
02
Investors who hold marketable securities and wish to donate them instead of selling them
03
Individuals who want to take advantage of potential tax benefits associated with donating securities
04
Anyone who believes in the mission or cause of the organization and wants to make a meaningful contribution
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