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Instructions for making a gift of stock to The American Red Cross, Connecticut Chapter, including details for brokers and donor information.
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How to fill out stock gift instructions
How to fill out Stock Gift Instructions
01
Obtain the Stock Gift Instructions form from the issuer or your brokerage.
02
Clearly fill in your details, including your name and contact information.
03
Provide the recipient's information, including their name, address, and any required identification.
04
Indicate the number of shares you wish to donate and the specific stock.
05
Sign and date the form to authorize the transfer.
06
Include a cover letter if required, specifying any conditions or additional information related to the gift.
07
Submit the completed form to your brokerage or the relevant institution as instructed.
Who needs Stock Gift Instructions?
01
Individuals who wish to donate stock as a gift to friends or family.
02
Donors looking to support charitable organizations with stock donations.
03
Financial advisors assisting clients with the transfer of stock gifts.
04
Estate planners coordinating stock transfers as part of a larger estate plan.
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People Also Ask about
How do you make a gift of stock?
There are several ways that stocks can be gifted, including through custodial accounts, and even gift cards. Set Up a Custodial Account for Kids. Set up a DRiP. Gifting to a Spouse. Virtual Transfers and Stock Certificates. Gifting Stock to Charity. Passing Down Wealth. Gifting Through a Roth IRA.
How do you value a stock gift?
More on gifts of stocks and bonds – There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
What are the rules for gifting stocks?
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.
How to gift stocks to others?
You can give stock by moving it from your brokerage account by electronic transfer to the recipient's account. You can also buy a single or fractional share of stock from a broker or, in some cases, from companies that sell shares directly to investors.
How do you acknowledge a gift of stock?
How do you acknowledge a stock gift to charity? The donor's name. Date of the contribution. Description of the contribution, such as the number of shares, name of the stock, and ticker symbol. An impact statement, letting the donor know how their stock donation will support your mission.
How to gift appreciated stock?
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.
How to record a gift of stock?
Once a donation of stock has been received, a thank you letter should be sent to the donor. This letter should acknowledge the gift of stock, such as the name and number of shares. It should not list the value of the stock received since the organization is not in the business of valuing stock.
How to acknowledge stock gifts?
How do you acknowledge a stock gift to charity? The donor's name. Date of the contribution. Description of the contribution, such as the number of shares, name of the stock, and ticker symbol. An impact statement, letting the donor know how their stock donation will support your mission.
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What is Stock Gift Instructions?
Stock Gift Instructions are guidelines or forms that detail the process and requirements for transferring ownership of stock as a gift from one individual to another.
Who is required to file Stock Gift Instructions?
Individuals who wish to gift stock to another person are required to file Stock Gift Instructions to ensure that the transfer is properly documented and complies with applicable laws.
How to fill out Stock Gift Instructions?
To fill out Stock Gift Instructions, you must provide details such as the names and addresses of the donor and recipient, the number of shares being gifted, the stock symbol, and any additional information required by the issuing company or brokerage.
What is the purpose of Stock Gift Instructions?
The purpose of Stock Gift Instructions is to facilitate the legal transfer of stock ownership from the donor to the recipient, ensuring all regulatory and administrative requirements are met.
What information must be reported on Stock Gift Instructions?
The information that must be reported on Stock Gift Instructions typically includes the donor's and recipient's names and addresses, the number and type of shares being gifted, the date of the gift, and any relevant account numbers or transaction details.
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