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SECURITIES GIFTING INSTRUCTIONS There are many tax benefits when you donate appreciated securities to Valley wise Health Foundation. Interested in learning more? Please contact Alyssa Crockett, Leadership
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Gather all necessary information such as personal details, assets, and beneficiaries.
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VW-471 planned giving forms are documents used to record information about planned donation contributions to a nonprofit organization.
Nonprofit organizations and donors who have made planned giving contributions are required to file VW-471 planned giving forms.
To fill out VW-471 planned giving forms, donors and nonprofit organizations should provide details about the planned donation contributions, including donor information, donation amount, and planned giving arrangements.
The purpose of VW-471 planned giving forms is to document and report planned donation contributions made to a nonprofit organization for tax and record-keeping purposes.
Information such as donor details, donation amount, planned giving arrangements, and any other relevant information related to the planned donation contribution must be reported on VW-471 planned giving forms.
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Relevant keywords

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