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GIFT OF STOCK AUTHORIZATION FORM Thank you for your generous plans to make a gift of corporate stock to Fordham University. Please note that these electronic transfer instructions do not apply to
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How to fill out gift of stock
How to fill out gift of stock:
01
Obtain the necessary forms: Start by contacting the financial institution or broker where the stock is held. They will provide you with the required forms to complete the gift of stock process.
02
Specify the details of the gift: On the forms, provide the details of the stock being gifted, such as the company name, number of shares, and any specific instructions regarding the transfer.
03
Determine the recipient: You should indicate the name and contact information of the individual or organization receiving the gift of stock. Ensure their details are accurately provided to avoid any complications during the transfer process.
04
Include any special instructions or restrictions: If there are any specific conditions or restrictions for the gift of stock, such as limitations on the sale or transfer of the shares, make sure to clearly communicate them in the forms.
05
Sign and submit the forms: Review the completed forms to ensure accuracy, then sign and submit them to the financial institution or broker. They will guide you through the remaining steps to finalize the gift of stock process.
Who needs gift of stock:
01
Investors: Individuals who hold stocks in their portfolio and wish to make charitable donations can benefit from utilizing the gift of stock option. It allows them to support a cause they care about and potentially receive tax advantages.
02
Charitable organizations: Non-profit organizations rely on donations to further their missions. By accepting gifts of stock, they can potentially receive a larger contribution compared to cash donations, as well as benefit from any appreciation in the stock's value.
03
Recipients in need: The beneficiaries of charitable organizations, such as those in need of access to healthcare, education, or other essential services, can receive support through the gift of stock. This form of donation can help improve their lives and uplift their communities.
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What is gift of stock?
Gift of stock is the transfer of ownership of stocks or shares in a company to another person as a gift.
Who is required to file gift of stock?
Anyone who gives a gift of stock that exceeds the IRS annual gift tax exclusion limit is required to file a gift tax return.
How to fill out gift of stock?
To fill out a gift of stock, you will need to report the details of the gift, such as the description of the stock, the fair market value, and the relationship between the giver and the recipient.
What is the purpose of gift of stock?
The purpose of gift of stock is to transfer ownership of stocks as a gift to another person, without the need for a monetary exchange.
What information must be reported on gift of stock?
The information that must be reported on a gift of stock includes the description of the stock, the fair market value, and the relationship between the giver and the recipient.
When is the deadline to file gift of stock in 2023?
The deadline to file gift of stock in 2023 is April 15th.
What is the penalty for the late filing of gift of stock?
The penalty for the late filing of gift of stock is 5% of the unpaid gift tax amount per month, up to a maximum of 25%.
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