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GIFT OF SECURITIES Transfer Form to United Way of FLEA Charitable Registration Number: 125978270RR0001Thank you for making a gift of securities A. Securities to be transferred from: NameWorkplace
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How to fill out online gift of securities

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How to fill out online gift of securities

01
Log in to your online brokerage account.
02
Navigate to the section for transferring securities or making a gift of securities.
03
Fill out the necessary information, including the name of the recipient organization, the type and quantity of securities being donated, and any special instructions.
04
Verify the details of the gift and submit the transfer request.
05
Follow any additional instructions provided by your brokerage to complete the gift of securities process.

Who needs online gift of securities?

01
Individuals or organizations who wish to support a charitable cause by donating securities.
02
Investors who want to leverage the potential tax benefits of donating appreciated securities.
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Online gift of securities refers to the process of transferring ownership of securities, such as stocks or bonds, as a gift via an online platform or service.
Individuals who are gifting securities, and whose gifts exceed certain thresholds set by tax regulations, are required to file online gift of securities.
To fill out an online gift of securities, you typically need to provide details such as the donor's and recipient's information, the descriptions of the securities, their value, and the date of the gift, following the guidelines provided by the filing platform.
The purpose of online gift of securities is to allow individuals to easily and transparently transfer ownership of financial assets as gifts, while ensuring compliance with tax reporting requirements.
The information that must be reported includes the names and addresses of the donor and recipient, a description of the securities, the date of the gift, and the fair market value of the securities at the time of the gift.
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