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SIGMA CHI FOUNDATION GIFTS OF SECURITIES INSTRUCTIONS (Updated: 10.27.11) Many donors find gifts of appreciated securities to be a financially sound and convenient way to benefit Sigma Chi, and we

How to fill out gifts of securities instructions

How to fill out gifts of securities instructions:

1. Obtain the necessary forms: Contact the organization or institution to which you intend to donate securities and request the required forms for gifting securities. Typically, these forms can be found on their website or obtained by contacting their designated representative.
2. Gather information: Gather all the necessary information about the securities you intend to donate. This includes the type of securities (stocks, bonds, mutual funds, etc.), number of shares, and any relevant details or restrictions associated with the securities.
3. Consult a financial advisor or tax professional: It is recommended to consult with a financial advisor or tax professional to understand the potential tax implications and benefits of donating securities. They can provide guidance on the best approach and help maximize the impact of your donation.
4. Fill out the forms: Carefully complete the required forms provided by the organization or institution. Provide accurate information about yourself, including name, address, contact information, and any additional details they may require.
5. Provide details about the securities: Fill in the necessary sections on the forms that pertain to the securities you are donating. This includes information such as the name of the issuing company or fund, ticker symbols, CUSIP numbers, and the number of shares being donated.
6. Include transfer instructions: If applicable, provide instructions on how the securities should be transferred. This may involve providing your broker's contact information or specific transfer instructions provided by the organization.
7. Review and sign: Before submitting the forms, carefully review all the information provided. Ensure accuracy and completeness. Once satisfied, sign the forms as required.
8. Submit the forms: Follow the instructions provided by the organization or institution on how to submit the completed forms. This may involve mailing them, submitting them online, or personally delivering them to their designated representative.

Who needs gifts of securities instructions?

1. Individuals planning to donate securities as a charitable contribution: If you are considering donating securities rather than cash, you may need gifts of securities instructions. These instructions provide guidance on how to properly transfer ownership of the securities to the recipient organization or institution.
2. Organizations and institutions accepting securities as donations: Charities, educational institutions, foundations, and other nonprofit organizations often accept gifts of securities. They may require specific instructions and documentation to properly receive and process these donations.
3. Financial and tax professionals: Financial advisors and tax professionals may need gifts of securities instructions to assist their clients in navigating the process of donating securities. They can provide guidance on the tax implications, potential benefits, and the appropriate steps to complete the donation process.

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What is gifts of securities instructions?

Gifts of securities instructions refer to the process of donating stocks, bonds, or other securities to a charitable organization.

Who is required to file gifts of securities instructions?

Individuals or entities who are making donations of securities to charities are required to file gifts of securities instructions.

How to fill out gifts of securities instructions?

Gifts of securities instructions can be filled out by providing information about the donated securities, including the name, type, and quantity of the securities, as well as the receiving charity's information.

What is the purpose of gifts of securities instructions?

The purpose of gifts of securities instructions is to facilitate the donation process and ensure that the securities are properly transferred to the intended charitable organization.

What information must be reported on gifts of securities instructions?

Information such as the name of the donor, the type and quantity of securities donated, the receiving charity's information, and any special instructions for the donation must be reported on gifts of securities instructions.