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GIFTS OF APPRECIATED STOCKS & SECURITIES If your stock or securities are held electronically at a brokerage firm: When instructing your brokerage firm to wire securities to the Archdiocese of Kansas
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How to fill out gifts of appreciated stocks:

01
Gather necessary information: Collect all relevant details regarding the stocks, such as the name of the company, number of shares, and acquisition date. This information will be required when filling out the necessary paperwork.
02
Determine the fair market value: Determine the fair market value of the gifted stocks at the time of donation. This can be found by referring to financial websites, stock brokerage platforms, or consulting with a financial advisor.
03
Contact the charity or organization: Reach out to the charity or organization to which you intend to donate the appreciated stocks. Inquire about their specific process for accepting stock donations.
04
Complete the required forms: Obtain the appropriate forms from the charity or organization and fill them out accurately. These forms typically include the donor's information, details about the gifted stocks, and the estimated fair market value.
05
Inform your broker: Notify your stockbroker or investment firm about your intention to transfer the appreciated stocks as a gift. They will provide you with the necessary instructions and documents for the transfer.
06
Complete the transfer: Follow the instructions provided by your broker to initiate the transfer of the gifted stocks. This may involve filling out additional forms, signing documents, or providing specific instructions.
07
Obtain acknowledgement: Once the transfer is complete, request an acknowledgement of the gift from the charity or organization. This will serve as a receipt for tax purposes, confirming the donation and stating the fair market value of the gifted stocks.

Who needs gifts of appreciated stocks:

01
Charitable organizations: Charities and nonprofit organizations benefit from gifts of appreciated stocks as they can sell the stocks and use the funds for their mission. These organizations can include educational institutions, healthcare centers, cultural institutions, and social service providers.
02
Donors with highly appreciated stocks: Individuals who have experienced significant gains on their investments can benefit from donating appreciated stocks. By gifting these stocks instead of selling them, donors can avoid paying capital gains taxes while also receiving a charitable deduction for the fair market value of the gifted stocks.
03
Investors seeking tax advantages: Gifts of appreciated stocks can provide tax advantages for donors. By donating stocks that have been held for more than one year, donors can potentially deduct the fair market value of the stocks from their taxable income. This can result in lower tax liability and potentially enhance overall tax savings.
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Gifts of appreciated stocks refer to the donation of stocks that have increased in value since they were purchased.
Individuals who have made donations of appreciated stocks are required to file the necessary paperwork.
To fill out gifts of appreciated stocks, individuals must accurately report the details of the donation, including the value of the stocks and the date they were donated.
The purpose of gifts of appreciated stocks is to allow individuals to support charitable causes while also potentially receiving tax benefits.
Individuals must report the value of the stocks at the time of donation, the date of the donation, and the recipient of the donation.
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