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This document serves as a letter of authorization for donors wishing to make a gift of stock to Hope Solutions. It includes instructions on how to transfer shares from the donor\'s brokerage account to the account held at Wells Fargo Bank, and provides contact details for acknowledgement of the transfer.
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What is donation instruction letter?
A donation instruction letter is a document that specifies how an individual's or organization's donations should be managed, including directions for the distribution of donated assets or funds.
Who is required to file donation instruction letter?
Typically, individuals or organizations making significant charitable donations may be required to file a donation instruction letter, especially when dealing with trusts, estates, or specific charitable contributions.
How to fill out donation instruction letter?
To fill out a donation instruction letter, provide your name and contact information, detail the donation amount or assets, specify the recipient organization, outline any special instructions for fund use, and sign the letter.
What is the purpose of donation instruction letter?
The purpose of a donation instruction letter is to provide clear guidance on how donations should be allocated, ensuring that the donor's intentions are honored and facilitating the appropriate distribution of funds or assets.
What information must be reported on donation instruction letter?
The information that must be reported includes the donor's name, contact information, details of the donation (amount and type), the recipient organization, purpose of the donation, and any specific instructions or conditions regarding the use of the funds.
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