Get the free Gift of Stock - Donor Intent Form

Gift of Stock Donor Intent Form TO BE COMPLETED BY THE DONOR AND RETURNED TO: Jennifer L. Goff, Executive Director Lancaster General Health Foundation 609 N. Cherry Street, 3rd Floor Lancaster, PA

How to fill out gift of stock

How to fill out gift of stock

1. Determine the type of stock you want to gift. It can be a publicly traded stock or a private stock.
2. Contact the company or financial institution where the stock is held to initiate the transfer process. They will provide you with the necessary forms and instructions.
3. Fill out the gift transfer form accurately. Provide your personal details, the stock symbol or CUSIP number, and the number of shares you wish to gift.
4. Verify if any additional documentation is required, such as a stock power form or a medallion signature guarantee.
5. Consult with a tax advisor or attorney to understand the tax implications of gifting stock and how it may affect your own finances.
6. Submit the completed forms and any required documents to the company or financial institution as instructed.
7. Keep a copy of all the forms and documents for your records.
8. Follow up with the company or financial institution to ensure the stock transfer is completed successfully.
9. Consider notifying the recipient of the gift and providing them with any relevant information regarding the stock.
10. Review your own financial records and consult with a professional to ensure that the gift of stock aligns with your overall financial goals.

Who needs gift of stock?

1. Gifts of stock can be beneficial for various individuals or entities, including:
2. - Charitable organizations that can sell the stock tax-free and use the proceeds for their causes.
3. - Family members or friends who may benefit from the potential future growth of the stock.
4. - Investors looking to reduce their tax liability by donating appreciated stocks.
5. - Individuals wanting to pass on their wealth or assets to the next generation as a gift.
6. - Estate planners who utilize gifting of stock as part of their overall estate planning strategy.

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What is gift of stock?

Gift of stock refers to the transfer of ownership of stocks or shares in a company from one person to another as a gift.

Who is required to file gift of stock?

The person receiving the gift of stock is required to file the gift with the relevant authorities.

How to fill out gift of stock?

To fill out a gift of stock, you will need to provide information about the donor, the recipient, the stock being gifted, and the value of the gift.

What is the purpose of gift of stock?

The purpose of a gift of stock is to transfer ownership of stocks or shares as a gift without exchanging money.

What information must be reported on gift of stock?

Information such as the donor's and recipient's details, description of the stock, and the value of the gift must be reported on the gift of stock form.