Get the free Stock Gift Form - blehighvalleyfoundationorgb

Stock Gift Form Step 1: Provide your current contact information Donor Name: Address: City: State: Telephone: Zip: Email: Step 2: Provide your gift information Expected date of gift (mm/dd/by): #

How to fill out stock gift form

How to Fill Out Stock Gift Form?

1. Start by gathering the necessary information: Gather all the required information, including the donor's name and contact information, the recipient organization's name and contact information, the stock name and ticker symbol, the number of shares being gifted, and the date of the gift.
2. Obtain the stock transfer form: Contact the recipient organization or brokerage firm to obtain the stock gift form or transfer instructions. These forms may be available for download from their website or can be requested via email or phone.
3. Fill out the donor information: Begin by filling out the donor's information section on the stock gift form. Provide accurate details such as the donor's full legal name, address, phone number, and email address.
4. Provide recipient organization details: Next, fill out the recipient organization's information. Include the organization's legal name, address, phone number, and any specific contact person, if applicable.
5. Specify stock details: Enter the details of the stock being gifted, including the stock name, ticker symbol, and the number of shares you wish to donate. Double-check these details to ensure accuracy.
6. Determine the valuation of the gift: If required, fill in the estimated fair market value of the gifted stock. This information is typically used for tax purposes and may require the assistance of a financial advisor or stockbroker.
7. Include any special instructions: If there are any special instructions or restrictions regarding the stock gift, such as directing the funds to a specific program or campaign within the recipient organization, ensure to include these details in the designated section of the form.
8. Sign and date the form: Carefully review the completed stock gift form to ensure all information is accurate and complete. Then, sign and date the form as required. Some forms may require additional witness signatures or notarization, depending on the specific requirements of the recipient organization or brokerage.
9. Submit the form: Once the form is filled out, duly signed, and any additional documentation is attached, submit it to the recipient organization or brokerage firm as per their instructions. This may involve mailing the form or delivering it in person.

Who needs stock gift form?

1. Individuals wanting to gift stocks to charitable organizations: If you wish to donate stocks to a charitable organization, you would need a stock gift form to facilitate the transfer of ownership.
2. Charitable organizations: Non-profit organizations that accept stock donations typically require donors to fill out a stock gift form. This enables them to properly track, acknowledge, and process the donated stock.
3. Brokerage firms: If you hold stocks with a brokerage firm and want to gift them to a charitable organization, the firm may have their own set of forms or transfer instructions that need to be completed for the stock gift.

Note: It is recommended to consult with a financial advisor or tax professional for guidance on the specific requirements and implications of gifting stocks.

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What is stock gift form?

The stock gift form is a document used to transfer ownership of stocks or securities as a gift from one party to another.

Who is required to file stock gift form?

The person or party gifting the stock is required to file the stock gift form.

How to fill out stock gift form?

To fill out a stock gift form, you will need to provide information about the donor, recipient, and details of the stock being gifted.

What is the purpose of stock gift form?

The purpose of the stock gift form is to formally transfer ownership of stocks or securities as a gift.

What information must be reported on stock gift form?

The stock gift form must include details such as the donor's name, recipient's name, stock details, and the date of the gift.