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This form facilitates the charitable donation of securities, detailing donor and charity information needed for a seamless transfer. Ideal for donors in 2023.
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How to fill out charitable donation of securities

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How to fill out charitable donation of securities

01
Contact the charity you wish to donate securities to and inquire about their process for accepting donations of securities.
02
Obtain the necessary transfer instructions from the charity, including their brokerage account details.
03
Contact your own brokerage firm and inform them of your intention to donate securities.
04
Provide your brokerage firm with the transfer instructions from the charity and instruct them to transfer the securities.
05
Ensure that the securities are transferred directly to the charity's brokerage account to avoid any tax implications.
06
Obtain a receipt or acknowledgement from the charity for your donation for tax purposes.

Who needs charitable donation of securities?

01
Individuals or organizations who wish to support charitable causes through the donation of securities.
02
Investors who have appreciated securities and want to avoid paying capital gains taxes by donating them to a charity.
03
Charities and non-profit organizations that rely on donations to fund their programs and services.
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Charitable donation of securities refers to the process of donating stocks, bonds, or other investment assets to a charitable organization, which can provide tax benefits to the donor.
Individuals or entities that donate securities valued over a certain threshold, usually $500, must file the appropriate forms with the IRS.
Donors must report the donation on IRS Form 8283, providing details about the securities donated, their fair market value, and the receiving charitable organization.
The purpose is to support charitable causes while potentially receiving tax deductions based on the fair market value of the donated securities.
Donors must report the value of the securities, description of the securities, date of the donation, and information about the charitable organization.
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charitable donation securities transfer donor information registered charity brokerage information Raymond James CUSIP donor authorization financial institution charity registration

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