Get the free Gift of Securities - Electronic - Eastview Church

Gift of Securities Electronic (Stocks & Mutual Funds) Please complete sections one through four of this form to initiate an electronic gift of either stock or mutual funds to East view Christian Church

How to fill out gift of securities

How to fill out gift of securities

1. To fill out a gift of securities, follow these steps:
2. Obtain the necessary forms: Contact the charitable organization to obtain the specific forms required to gift securities. They may have their own forms or follow the guidelines provided by the IRS.
3. Gather information: Collect all the necessary information regarding your securities, such as the name of the security, number of shares, and their current market value.
4. Determine the value: Determine the fair market value of the securities on the date of the gift. The charitable organization will provide you with the instructions or resources to calculate this value.
5. Complete the forms: Fill out the forms provided by the charitable organization accurately and completely. Ensure to include all necessary details about the securities and their value.
6. Submit the forms: Submit the completed forms to the charitable organization. They may require additional documentation, such as a letter from your broker confirming the transfer of securities.
7. Follow up: After submitting the gift, it is advisable to follow up with the charitable organization to ensure they have received and processed your gift properly.
8. Consult with a tax professional: It is recommended to consult with a tax professional or financial advisor to understand the tax implications and ensure compliance with any relevant laws or regulations.

Who needs gift of securities?

1. Gifts of securities are typically suited for individuals or organizations with the following characteristics:
2. - Individuals who want to support a charitable cause
3. - Donors who own appreciated stocks or other securities
4. - Individuals seeking a tax-efficient way to give to charitable organizations
5. - Charitable organizations that accept securities as donations
6. - Non-profit organizations or foundations that rely on donations to fund their programs and initiatives
7. - Individuals looking to minimize capital gains tax on the appreciated securities

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