Get the free Making a Stock Gift
Show details
This document serves as a guideline for making a stock gift to Mid-America Baptist Theological Seminary, detailing the procedures for individuals wishing to donate shares, either directly or through
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign making a stock gift
Edit your making a stock gift form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your making a stock gift form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing making a stock gift online
To use the services of a skilled PDF editor, follow these steps:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit making a stock gift. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
It's easier to work with documents with pdfFiller than you can have ever thought. You can sign up for an account to see for yourself.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out making a stock gift
How to fill out Making a Stock Gift
01
Verify that you own the stock you wish to gift.
02
Decide on the quantity of shares you want to gift.
03
Obtain a stock gift form from your brokerage or financial institution.
04
Complete the stock gift form with the necessary details: your name, the recipient's name, the stock name, and the number of shares.
05
Sign the completed form as the donor.
06
Submit the form to your brokerage and inform the recipient about the gift.
07
Ensure the transfer is completed and confirm with both brokerage entities.
Who needs Making a Stock Gift?
01
Individuals looking to gift stock to family or friends.
02
Philanthropists wishing to donate stock to charities.
03
Investors wanting to reduce their taxable estate.
04
Donors looking for ways to give back while benefiting from tax deductions.
Fill
form
: Try Risk Free
People Also Ask about
Can stocks be gifted tax free?
For donated property such as privately held stock, 26 CFR 1.170A-1 (c)(3) states that if “a donor makes a charitable contribution of property, such as stock in trade, at a time when he could not reasonably have been expected to realize its usual selling price, the value of the gift is not the usual selling price but is
How to give someone stock as a gift?
A gift of stock is a donation of property. If a charity receives a gift of publicly traded stock, the charity should send the donor an acknowledgement letter that describes the stock (i.e., “Thank you for your donation of 100 shares of XYZ Corporation”) but does not place a monetary value on the shares.
How do you acknowledge a gift of stock?
In other words, gifting stock to individuals isn't a taxable event for you as long as you remain within the annual gift allowance threshold ( $19,000 for individual filers, $38,000 for those who are married filing jointly in 2025).
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Making a Stock Gift?
Making a Stock Gift refers to the act of donating shares of stock to an individual or charitable organization. This process allows the donor to transfer ownership of stock without selling it and recognizing capital gains.
Who is required to file Making a Stock Gift?
Individuals who make a stock gift valued over a certain threshold (typically related to gift tax limits) are required to file a gift tax return. This applies to the donor making the gift, not the recipient.
How to fill out Making a Stock Gift?
To fill out Making a Stock Gift, you need to provide details such as the donor's and recipient's names, the number of shares being gifted, the stock's fair market value, and the date of the gift. Additionally, any necessary tax forms should be completed.
What is the purpose of Making a Stock Gift?
The purpose of Making a Stock Gift is to provide financial support to individuals or charities while potentially benefiting from tax deductions for the donor. It also serves as a way to transfer assets efficiently.
What information must be reported on Making a Stock Gift?
The information that must be reported includes the names and addresses of both the donor and recipient, the number of shares, the stock's fair market value at the time of the gift, and any related transaction details or supporting documents.
Fill out your making a stock gift online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Making A Stock Gift is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
