Get the free Gift of Appreciated Securities FormUniversity of Wisconsin ...

Gifts of Public Securities and Shares Transfer Form Thank you for choosing to support at risk youth through your gift of securities/shares to the Youth Services Bureau of Ottawa Charitable Foundation.

How to fill out gift of appreciated securities

How to fill out gift of appreciated securities

1. Obtain the necessary forms from the organization or institution you plan to gift the appreciated securities to.
2. Gather the relevant information about the securities, such as the security name, symbol, and number of shares.
3. Determine the fair market value of the securities at the time of the gift. This can usually be obtained from financial websites or your broker.
4. Fill out the required fields on the forms, providing accurate information about yourself, the securities, and the transfer instructions.
5. Attach any supporting documents required by the organization, such as a copy of the stock certificate or a statement from your broker.
6. Review the completed forms and double-check for any errors or missing information.
7. Sign and date the forms where indicated, and make sure to keep copies for your records.
8. Submit the forms and any supporting documents to the organization or institution as per their instructions.
9. Follow up with the organization to ensure the transfer of the gift of appreciated securities is completed successfully.
10. Consider consulting with a tax advisor or professional to understand the potential tax benefits or implications of the gift.

Who needs gift of appreciated securities?

1. Gifts of appreciated securities can be beneficial for individuals or organizations who:
2. - Want to support a charitable cause or nonprofit organization
3. - Have appreciated securities in their investment portfolio
4. - Are looking for tax advantages through charitable giving
5. - Wish to diversify their investment holdings
6. - Want to make a significant contribution without using cash

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What is gift of appreciated securities?

A gift of appreciated securities refers to the donation of stocks or other financial assets that have increased in value since they were purchased. Donors can give these securities to individuals or charitable organizations and may avoid capital gains taxes on the appreciation.

Who is required to file gift of appreciated securities?

Individuals who gift appreciated securities that exceed the annual gift tax exclusion limit are required to file a gift tax return (Form 709) with the IRS.

How to fill out gift of appreciated securities?

To fill out a gift tax return for appreciated securities, the donor must complete Form 709, report the fair market value of the gifted securities on the date of the gift, and indicate the donee's information. Documentation supporting the valuation and details of the securities must also be kept.

What is the purpose of gift of appreciated securities?

The purpose of gifting appreciated securities is to provide financial support to individuals or charities while enabling the donor to potentially reduce their capital gains tax liability and utilize their annual gift tax exclusion.

What information must be reported on gift of appreciated securities?

Donors must report the recipient’s name, address, and taxpayer identification number, the description and fair market value of the securities, the date of the gift, and whether the gift exceeds the annual exclusion limit.