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Appreciated Securities Gift Data Form This form should be completed by the donor or broker and forwarded to the New York Credit Union Foundation. 1. Donor s Name: Address: City: Phone: State: Email:

How to fill out appreciated securities gift data

How to Fill Out Appreciated Securities Gift Data:

1. Gather the necessary information: Collect all relevant details about the appreciated securities gift, including the name and contact information of the donor, the date of the gift, and the type of securities being donated.
2. Determine the fair market value: Determine the fair market value of the donated securities at the time of the gift. This information is crucial for tax purposes and may require the assistance of a financial advisor or appraiser.
3. Complete the gift details: In the appreciated securities gift data, accurately enter the name and description of the donated securities, including the quantity or number of shares.
4. Provide donor information: Input the donor's personal information, such as their name, address, phone number, and email address. If the donor wishes to remain anonymous, respect their preference and only include the necessary information for record-keeping purposes.
5. Include recipient information: If the appreciated securities gift is intended for a specific individual, organization, or charity, provide their name, address, and contact information. Double-check that all recipient details are accurate to ensure the seamless transfer of the gift.
6. Consult tax regulations: Familiarize yourself with any specific tax regulations or requirements related to appreciated securities gifts. If unsure, seek guidance from a tax professional or utilize resources provided by the IRS or your local tax authority.

Who Needs Appreciated Securities Gift Data:

1. Financial institutions: Banks, brokerage firms, and other financial institutions may require appreciated securities gift data to process the transfer of assets and ensure compliance with legal and regulatory obligations.
2. Nonprofit organizations: Nonprofits, charities, and other similar organizations rely on appreciated securities gift data to acknowledge and properly document donations. This information helps them maintain transparency, issue tax receipts, and manage their financial records effectively.
3. Donors and tax authorities: Donors themselves may need appreciated securities gift data for tax purposes. Providing accurate and detailed information about the gifted securities facilitates the appropriate valuation and reporting of the donation, ensuring compliance with tax laws and regulations. Tax authorities may also require this data for auditing and verification purposes.

For pdfFiller’s FAQs

What is appreciated securities gift data?

Appreciated securities gift data refers to information regarding donations of appreciated stocks, bonds, or other securities to charitable organizations.

Who is required to file appreciated securities gift data?

Individuals or organizations who donate appreciated securities to charitable organizations are required to file appreciated securities gift data.

How to fill out appreciated securities gift data?

Appreciated securities gift data can be filled out by providing details of the donated securities, including the type of securities, date of donation, fair market value, and recipient organization.

What is the purpose of appreciated securities gift data?

The purpose of appreciated securities gift data is to report and document donations of appreciated securities for tax and record-keeping purposes.

What information must be reported on appreciated securities gift data?

Information that must be reported on appreciated securities gift data includes details of the donated securities, date of donation, fair market value, and recipient organization.

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