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This document provides detailed instructions on how to gift stock, bonds, or shares of mutual funds to Holy Cross Hospital, including steps for securities held in street name and directly held securities,

How to fill out instructions for gifting stock

How to fill out Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)

1. Obtain the appropriate form for gifting stocks, bonds, or shares of mutual funds from Holy Cross Hospital's website or contact their donor services.
2. Fill out the donor's information section on the form, including name, address, and contact details.
3. Indicate the type of security being gifted (e.g., stocks, bonds, mutual fund shares) and provide the relevant details such as quantity and value.
4. Include the recipient's information, ensuring that it is properly associated with Holy Cross Hospital.
5. Sign and date the form to authorize the gift.
6. Submit the completed form to the appropriate address provided by Holy Cross Hospital, either by mail or electronically if applicable.

Who needs Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

1. Individuals or entities wishing to make a financial contribution to Holy Cross Hospital through gifts of stocks, bonds, or mutual fund shares.
2. Current donors looking for alternative ways to support Holy Cross Hospital financially.
3. Financial advisors or estate planners assisting clients who want to donate to Holy Cross Hospital.

People Also Ask about

How to gift stocks or mutual funds?

So, you can gift MF units to your loved one if she/he also has a demat account (either with CDSL or NDSL, the depository participants or DP). All you have to do is fill up a 'Delivery Instruction Slip' (DIS), which is an instruction to transfer your MF units to another demat account, and submit it to your DP.

Can bonds be gifted?

The bond can be gifted/transferable to a relative/friend/anybody who fulfills the eligibility criteria (as mentioned at Q.no. 4).

How do I gift a stock without paying taxes?

Gifting stock can be more valuable than cash and a way to pass down wealth or give to charities. Stock gifts valued at up to $19,000 (or $38,000 if a married couple gifts) remove gift tax liability from the gifter. The recipient may be subject to capital gains tax, though the rate depends on their taxable income.

What is the best way to gift stocks?

You can start the process online in your own brokerage account by opting to gift shares or securities you own; if you can't find that option, contact your brokerage firm directly. If you want to gift a stock you don't already own, you'll have to purchase it in your account, then transfer it to the recipient.

Can you gift stocks and bonds?

Benefits of gifts of stocks and bonds By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate.

How to gift stocks or bonds?

By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate.

Can you gift mutual fund shares to charity?

Can I donate mutual fund shares to charity? Yes, many charities – including GiveDirectly – can accept gifts of mutual fund shares. You may be eligible to receive a tax deduction on your donation as well.

What are the rules for gifting shares?

Understanding Gifted Stock In 2025, the IRS allows you to give up to $19,000 per person without reporting it and paying gift taxes, up from $18,000 in 2024. Capital gains tax liabilities must also be considered. When gifting stock, the recipient assumes your cost basis and holding period.

For pdfFiller’s FAQs

What is Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

The Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH) provide a formal process by which donors can transfer their financial securities as gifts to the hospital, supporting its mission and programs.

Who is required to file Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

Any individual or entity intending to donate stock, bonds, or shares of mutual funds to Holy Cross Hospital (HCH) is required to file these instructions.

How to fill out Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

To fill out the Instructions, donors must provide their personal information, details of the securities being gifted, the type of gift, and any specific instructions regarding the transfer process.

What is the purpose of Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

The purpose of these instructions is to facilitate a smooth and compliant transfer of securities, ensuring that the donation is processed efficiently and benefits Holy Cross Hospital.

What information must be reported on Instructions for Gifting Stock, Bonds or Shares of Mutual Funds to Holy Cross Hospital (HCH)?

The information that must be reported includes the donor's full name, contact information, description of the securities being gifted, the number of shares or amount of bonds, and any specific instructions related to the gift.