Get A Gift Of Stock Donor Intent Form - Lancaster General

Filling out the A Gift Of Stock Donor Intent Form is an important step in making a charitable contribution to Lancaster General Health Foundation. This guide provides step-by-step instructions to assist users in completing the form accurately and efficiently online.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to access the form and launch it in your preferred editing tool.
2. Fill in your donor information, including your name, address, city, state, zip code, telephone number, and email address. This information is essential for the foundation to contact you regarding your donation.
3. Indicate whether you wish your donation to remain anonymous by checking the appropriate box.
4. Specify your intent for the contribution by selecting one of the options provided: Lancaster General Health Foundation, Lancaster General Hospital, Lancaster General College of Nursing & Health Sciences, Lancaster Cleft Palate Clinic, VNA Community Care Services, or enter another entity in the designated space.
5. Please detail the specific program, fund, or campaign your donation will support. This allows the foundation to appropriately allocate your contribution.
6. Provide your signature and the date to validate the intent of your donation.
7. List the securities you intend to gift. For each security, provide the number of shares and the name of the security.
8. Indicate the approximate intended date of transfer and the approximate dollar value of the gift.
9. Include the transferring broker's contact information, including their name, firm, and telephone number. This information is necessary for coordinating the transfer of the gift.
10. Review all information filled in the form for accuracy and completeness.
11. Once you have confirmed that all details are correct, you may choose to save changes, download, print, or share the form as needed.

Begin completing your A Gift Of Stock Donor Intent Form online today.