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GIFTS OF SECURITIES TO ST. PAUL FOUNDATION ** Upon completion of this form, the broker is asked to fax it to the Foundation Office so that we may notify our custodian to receive in the transfer. Fax:

How to fill out gifts of securities to

How to fill out gifts of securities to:

1. Gather all necessary documents: Before filling out the necessary forms, make sure you have all the required documents. This may include information about the securities being gifted, such as stock certificates or bond details, as well as personal identification.
2. Research and choose a qualified charitable organization: Ensure that the recipient organization is eligible to receive gifts of securities. Many non-profit organizations, educational institutions, and religious organizations qualify. Verify their tax-exempt status and determine their process for accepting gifts of securities.
3. Contact the recipient organization: Reach out to the chosen organization to discuss their specific requirements for receiving gifts of securities. They may have specific forms or procedures that need to be followed.
4. Determine the value of the securities: Calculate the fair market value of the securities being gifted. This is important for tax purposes, as it determines the amount of the tax deduction you may be eligible for.
5. Complete the necessary forms: Depending on the organization, you may need to complete specific forms or provide written instructions. These forms typically require information about the securities being gifted, including the number of shares, the name of the issuer, and any accompanying stock certificate numbers.
6. Transfer the securities: Once the forms are completed, you will need to transfer the securities to the recipient organization. This can be done electronically through a brokerage account or by physically mailing the stock certificates or bond documents.
7. Notify your broker or financial institution: Inform your broker or financial institution about the transfer of securities to ensure a smooth process. They may require specific instructions or forms to facilitate the transfer.
8. Obtain an acknowledgment receipt: After the transfer is complete, request an acknowledgment receipt from the recipient organization. This document serves as proof of your charitable contribution and will be required when filing your taxes.

Who needs gifts of securities to:

1. Individuals looking to support charitable organizations: Gifts of securities are ideal for individuals who wish to make charitable contributions. By donating securities instead of cash, donors can potentially receive tax benefits while supporting the causes they care about.
2. Non-profit organizations and charitable institutions: Gift of securities can be valuable to non-profit organizations as they can be sold or held as investments to generate funds. These organizations rely on such contributions to carry out their mission or support their programs and services.
3. Educational institutions and religious organizations: Schools, colleges, universities, and religious organizations often rely on donations to fund scholarships, improve facilities, or provide support to their communities. Gifts of securities can be a substantial contribution to these institutions.

Overall, anyone interested in making a charitable contribution while potentially obtaining tax benefits can consider gifts of securities as an effective option. It is crucial to research and communicate with the recipient organization to ensure a smooth and efficient process.

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What is gifts of securities to?

Gifts of securities refer to the donation of stocks, bonds, or other investment securities to a charitable organization.

Who is required to file gifts of securities to?

Individuals or organizations who donate securities to a charitable organization are required to file gifts of securities.

How to fill out gifts of securities to?

Gifts of securities are typically reported by providing information about the donated securities, such as the type of security, date of donation, fair market value, and recipient organization.

What is the purpose of gifts of securities to?

The purpose of gifts of securities is to provide support for charitable organizations and allow donors to receive tax benefits for their donations.

What information must be reported on gifts of securities to?

Information such as the type of security, date of donation, fair market value, and recipient organization must be reported on gifts of securities.