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GIFTS OF SECURITIES TO BOSTON BALLET Gifts of Securities can provide you with valuable tax benefits while allowing you to support Boston Ballet with a charitable contribution. Shares can be transferred electronically
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How to fill out gifts of securities to

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How to fill out gifts of securities to

01
Contact your financial advisor or broker to obtain the necessary forms for gifting securities.
02
Provide the requested information such as the name of the security, number of shares, and any specific instructions for the donation.
03
Determine the intended recipient of the gifted securities, which could be a charitable organization or an individual.
04
Complete and sign the necessary paperwork, including any required transfer forms or donation agreements.
05
Submit the completed forms to your financial advisor or broker.
06
Follow up with the recipient to ensure the smooth transfer of the securities.
07
Obtain a receipt or confirmation of the donation for tax purposes.

Who needs gifts of securities to?

01
Gifts of securities are beneficial to individuals or organizations who rely on donations for funding.
02
Charitable organizations often use gifted securities to support their programs and initiatives.
03
Individuals who have a vested interest in a particular cause or organization may choose to donate securities as a way to make a significant impact.
04
Investors who have appreciated securities in their portfolio can benefit from tax advantages by gifting them instead of selling.
05
Overall, anyone who wants to support a cause or individual using securities can benefit from making gifts of securities.
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Gifts of securities refer to the donation of stocks, bonds, or other investment assets to a charitable organization.
Individuals or organizations who donate securities to a charitable organization are required to file gifts of securities to the appropriate tax authorities.
To fill out gifts of securities, donors must provide information about the donated securities, including the type of security, date of donation, and fair market value at the time of donation.
The purpose of gifts of securities is to provide financial support to charitable organizations and receive tax benefits for the donation.
The information reported on gifts of securities includes the type of security, date of donation, fair market value at the time of donation, and the receiving charitable organization.
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