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Subject:  Re: Transferring stocks to a charity after ex di Date:  1/3/2014  4:42 PM
Author:  katinga Number:  119790 of 123001

The date of record came after the ex dividend date in this case. The ex date was the 12th, the gift transfer was the 13th, and the record date was the 16th. The charity indeed gets the dividend. has this to say (courtesy of my Schwab account adviser):

Ex-date or Ex-dividend date - On (or after) this date the security trades without its dividend. If you buy a dividend paying stock one day before the ex-dividend you will still get the dividend, but if you buy on the ex-dividend date, you won't get the dividend. Conversely, if you want to sell a stock and still receive a dividend that has been declared you need to sell on (or after) the ex-dividend day. The ex-date is the second business day before the date of record.

Date of record - This is the date on which the company looks at its records to see who the shareholders of the company are. An investor must be listed as a holde