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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. Obtain the necessary forms: First, you need to contact the financial institution or brokerage firm where the stock is held and ask them to provide you with the appropriate gift of stock forms.
2. Fill out the donor information: Provide your personal information as the donor, including your name, address, and contact information.
3. Specify the recipient: Indicate the name and address of the person or organization who will be receiving the gifted stock.
4. Provide stock details: Enter the details of the stock you are gifting, including the name of the stock, the number of shares, and any relevant stock symbols or ticker codes.
5. Sign and date the form: Make sure to sign and date the gift of stock form to complete the process.
6. Submit the form: Send the completed form to the financial institution or brokerage firm through the specified method, which can be mailing, faxing, or online submission.
7. Follow up: It's recommended to follow up with the institution or firm to ensure that your gift of stock has been processed correctly.

Who needs gift of stock?

1. Gift of stock can be beneficial for various individuals and entities, including:
2. - Charitable organizations: Non-profit organizations often rely on donations, including stock gifts, to support their activities and programs.
3. - Family members or friends: Gifting stock to loved ones can be a way to share investment gains or provide financial support.
4. - Educational institutions: Schools, colleges, and universities may accept stock gifts to fund scholarships or improve their educational resources.
5. - Investors or traders: Some individuals may opt to gift stock as a way to manage their investment portfolio or for tax planning purposes.
6. - Organizations or businesses: Stock gifts can be used in corporate giving programs or to reward employees.

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What is gift of stock?

A gift of stock refers to the transfer of shares of a company's stock from one person to another as a gift.

Who is required to file gift of stock?

Any individual or entity who gifts stock is required to file a gift tax return with the IRS.

How to fill out gift of stock?

To fill out a gift of stock, one must report the details of the gift on Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return.

What is the purpose of gift of stock?

The purpose of a gift of stock is to transfer ownership of shares from one party to another without the exchange of money, typically for tax planning purposes.

What information must be reported on gift of stock?

The gift of stock must include information such as the donor and recipient's information, the value of the stock at the time of the gift, and any relevant dates.