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GIFTS OF APPRECIATED STOCKS AND BONDS Thank you for considering a gift of stock to REACH. A gift of stock or mutual funds before December 31st could be your best way to maximize tax savings and meet

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How to fill out gifts of appreciated stocks

01

Step 1: Determine the value of the appreciated stocks by checking the current market value.

02

Step 2: Contact the organization or charity you wish to donate the stocks to and verify if they accept gifts of appreciated stocks.

03

Step 3: Fill out the necessary forms provided by the organization or charity. These forms may include a stock power form and a letter of intent.

04

Step 4: Provide the required information, such as your name, address, and the number of shares you wish to donate.

05

Step 5: Sign the forms and send them along with the stock certificate to the organization or charity.

06

Step 6: Keep a copy of all the documents for your records.

07

Step 7: Consult with a tax advisor to understand the tax implications and potential benefits of donating appreciated stocks.

Who needs gifts of appreciated stocks?

01

Individuals who have highly appreciated stocks and wish to make a charitable donation.

02

Organizations or charities that accept gifts of appreciated stocks as a form of donations.

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What is gifts of appreciated stocks?

Gifts of appreciated stocks are donations made in the form of shares of stock that have increased in value since their purchase.

Who is required to file gifts of appreciated stocks?

Individuals who donate appreciated stocks worth over a certain threshold amount are required to report these gifts to the IRS.

How to fill out gifts of appreciated stocks?

To report gifts of appreciated stocks, individuals must fill out Form 8283 and attach it to their tax return.

What is the purpose of gifts of appreciated stocks?

The purpose of gifts of appreciated stocks is to allow individuals to make charitable donations while potentially receiving tax benefits for the appreciated value of the stock.

What information must be reported on gifts of appreciated stocks?

Individuals must report the name of the recipient organization, the date of the gift, the number of shares donated, and the fair market value of the stock at the time of the donation.

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