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GIFT OF STOCK DONATION FORM DATE To: (Transferring Institution) (QUID ID# of Transferring Institution) (Address of Transferring Institution) (Address of Transferring Institution) (Contact name & telephone
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How to fill out gift of stock donation

01
Obtain the necessary forms from the organization you wish to donate the stock to.
02
Gather all the relevant information about the stock, including the number of shares, the stock symbol, and the date of acquisition.
03
Determine the fair market value of the stock on the date of donation. This can typically be found through financial websites or by contacting a stock broker.
04
Fill out the donation form provided by the organization. This may require you to provide personal information as well as details about the stock being donated.
05
Submit the completed form along with any required supporting documents, such as stock certificates or transfer instructions, to the organization.
06
Keep a copy of the completed form and any related documents for your records.
07
Consult with a tax advisor or financial professional to understand the tax implications and potential benefits of your stock donation.

Who needs gift of stock donation?

01
Gift of stock donation can be beneficial for individuals or organizations who wish to support a charitable cause.
02
It may be particularly appealing for individuals who hold appreciated stock and want to minimize the capital gains tax they would have to pay upon selling the stock.
03
Non-profit organizations and charities often rely on stock donations to fund their operations and initiatives, making them potential recipients of gift of stock donations.
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A gift of stock donation is when an individual donates shares of stock to a charitable organization.
Individuals who donate shares of stock to a charitable organization are required to file a gift of stock donation.
To fill out a gift of stock donation, individuals should obtain the necessary forms from the charitable organization and provide information about the donated shares.
The purpose of gift of stock donation is to support charitable organizations and receive tax benefits.
Information such as the donor's name, the number of shares donated, the date of donation, and the fair market value of the stock must be reported on gift of stock donation.
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