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Stock Gift Form for Resurrection Lutheran Church Name Date Address Phone Name of the stock/fund How many shares Sign release cut here and leave the top portion in the church office for the treasurer.
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How to fill out stock gift form for

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How to fill out stock gift form for

01
Obtain the stock gift form from the organization or company you wish to donate to.
02
Fill out your personal information, including your full name, address, and contact details.
03
Provide details about the stock you intend to donate, such as the stock name, number of shares, and current market value.
04
Indicate whether you wish to make the donation as an individual or on behalf of a corporation or other entity.
05
Include any additional information required by the organization, such as account numbers or transfer instructions.
06
Sign and date the form.
07
Send the completed stock gift form to the designated contact or address provided by the organization.

Who needs stock gift form for?

01
Anyone who wishes to donate stocks or securities as a charitable gift needs a stock gift form.
02
This could be individuals, corporations, foundations, or any other entities that hold stocks and want to make a philanthropic contribution.
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The stock gift form is used to report the transfer of stock ownership as a gift for tax purposes.
Both the donor (the person giving the stock) and the recipient (the person receiving the stock) may need to be involved in the reporting, depending on the amount and tax implications.
To fill out the stock gift form, you need to provide details about the donor and recipient, the description of the stocks, the date of the transfer, and the fair market value of the stock at the time of the gift.
The purpose of the stock gift form is to inform the IRS about gifts of stock to ensure proper taxation and reporting on potential gift taxes.
The form requires information including the names and addresses of the donor and recipient, stock details, the date of the transfer, and the fair market value at the time of the gift.
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