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GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION This form should be signed by the donor and submitted to the donors broker. The donor is asked to confirm with Renee Eaton at 778.296.1550

How to fill out gift of securities form

How to fill out gift of securities form:

1. Determine the purpose of the gift: Before filling out the form, you need to have a clear understanding of why you are making this gift of securities. It could be for charitable purposes, as a donation, or as part of an estate planning strategy.
2. Gather necessary information: Make sure you have all the required information to accurately complete the form. This may include the name and contact information of the recipient organization, your personal details, and details about the securities you are gifting, such as the number of shares and their current market value.
3. Consult with a professional: If you are unsure about any aspect of the form or need guidance, it is advisable to consult with a financial advisor or tax professional. They can provide valuable insights and ensure that you are completing the form correctly.
4. Follow the instructions: Carefully read and follow the instructions provided on the gift of securities form. Each organization may have specific guidelines and requirements, so it is important to adhere to them to ensure a smooth process.
5. Complete the form accurately: Fill in the required information accurately and legibly. Double-check the form before submitting to ensure there are no errors or missing details that could delay the processing of your gift.
6. Submit the form: Once you have completed the form, send it to the designated recipient as indicated on the form. This may involve mailing the physical document or submitting it electronically through an online portal.

Who needs a gift of securities form:

1. Individuals making charitable donations: If you wish to donate securities to a charitable organization instead of cash, you will need to fill out a gift of securities form. This form helps the organization process your donation and issue any necessary tax receipts.
2. Taxpayers seeking tax advantages: Gifting securities can provide certain tax advantages, such as avoiding capital gains tax on the appreciated value of the securities. Individuals who want to take advantage of these tax benefits will need to complete a gift of securities form to properly document their donation.
3. Estate planners: Gift of securities forms may also be used as part of estate planning strategies. By gifting securities, individuals can pass on assets to their heirs while potentially reducing estate taxes. Estate planners may need to complete these forms to ensure the smooth transfer of assets according to their clients' wishes.

For pdfFiller’s FAQs

What is gift of securities form?

Gift of securities form is a form used to report the donation of securities, such as stocks or bonds, to a charity or organization.

Who is required to file gift of securities form?

Individuals or entities who have made a gift of securities valued at over a certain threshold, as determined by tax laws, are required to file the gift of securities form.

How to fill out gift of securities form?

The gift of securities form typically requires the donor to provide information about the securities being donated, their value, and the receiving charity or organization. It is important to follow the instructions provided on the form carefully.

What is the purpose of gift of securities form?

The purpose of the gift of securities form is to report and document the donation of securities for tax and record-keeping purposes.

What information must be reported on gift of securities form?

The information required to be reported on the gift of securities form includes details about the securities being donated, their value, the date of donation, and the receiving charity or organization.

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