Get the free Sample Gift of Securities Letter of Direction - luc giftplans

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Please transfer these shares to Loyola s account. The delivery instructions are Broker Name Account Name Agent Bank Institutional ID Number DTC Number The Northern Trust Company Loyola University Chicago 44-70060 20290 26724 Please contact Loyola s Office of Gift Processing by phone at 312-915-7696 or by e-mail at fgreen luc.edu to notify them of my donation. Thank you for your assistance. Sample Gift of Securities Letter of Direction Date Your Broker/Trust Officer Address City State ZIP Dear...

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How to fill out sample gift of securities

01

Obtain a sample gift of securities form

02

Provide personal information such as your name, address, and contact details

03

Indicate the type and number of securities being gifted

04

Include the donor's cost basis and the fair market value of the securities

05

Specify the purpose of the gift and any restrictions or conditions

06

Sign and date the form, acknowledging the donation

07

Submit the completed form to the designated recipient or organization

Who needs sample gift of securities?

01

Individuals or organizations looking to donate securities as a gift

02

Donors who want to support a specific cause or organization through securities

03

People who want to take advantage of tax benefits associated with donating securities

04

Investors who no longer wish to hold certain securities and prefer to donate them

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What is sample gift of securities?

A sample gift of securities refers to the transfer of stocks, bonds, or other investment securities to a charitable organization.

Who is required to file sample gift of securities?

Individuals who have donated securities to a charitable organization are required to file a sample gift of securities form.

How to fill out sample gift of securities?

To fill out a sample gift of securities form, donors must provide details about the securities being donated, the value of the securities, and the recipient charitable organization.

What is the purpose of sample gift of securities?

The purpose of a sample gift of securities is to report and document the donation of securities to a charitable organization for tax purposes.

What information must be reported on sample gift of securities?

The information that must be reported on a sample gift of securities form includes details about the securities being donated, their value, and the recipient charitable organization.

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