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GIFTS OF PUBLIC SECURITIES to Arthritis Research Canada Process to transfer public securities electronically to Arthritis Research Canada STEP 1: Complete the Share Transfer Form (attached) and submit,

How to fill out gifts of public securities

How to fill out gifts of public securities

1. First, gather all the necessary information about the gift of public securities, including the details of the securities such as the type, quantity, and any relevant identification codes.
2. Determine the value of the securities by referring to the current market prices or consulting with a financial advisor or tax professional.
3. Complete the necessary forms or documents required by the receiving organization or institution. This may include a transfer of ownership form or a gift declaration form.
4. Provide any additional supporting documentation that may be required, such as proof of ownership or proof of donation.
5. If necessary, obtain any signatures or approvals from relevant parties, such as co-owners or trustees.
6. Double-check all the information provided and ensure the accuracy of the details before submitting the documentation.
7. Submit the completed forms and documents to the appropriate organization or institution as instructed, either electronically or physically.
8. Keep a copy of all the submitted documents for your records and for tax purposes, if applicable.

Who needs gifts of public securities?

1. Gifts of public securities are primarily beneficial for individuals or organizations who wish to support charitable causes or non-profit organizations.
2. These individuals or organizations may be looking to donate their securities instead of cash as it can have certain tax advantages.
3. Donating public securities can also help investors reduce their taxable income and potentially avoid capital gains tax.
4. Non-profit organizations and charitable institutions often rely on donated securities to fund their operations and various projects.
5. Therefore, anyone who aligns with the mission and goals of these organizations and wants to make a financial contribution can consider gifts of public securities.

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What is gifts of public securities?

Gifts of public securities refer to the transfer of stocks, bonds, or other marketable assets from one individual to another without compensation, typically for charitable purposes.

Who is required to file gifts of public securities?

Individuals who make large gifts of public securities, typically exceeding a certain threshold, are required to file the appropriate documentation with the IRS.

How to fill out gifts of public securities?

To fill out gifts of public securities, individuals must complete IRS Form 709, which includes details about the donor, recipient, and the value of the securities being gifted.

What is the purpose of gifts of public securities?

The purpose of gifts of public securities is primarily to provide tax benefits to the donor, support charitable organizations, and facilitate asset transfer without immediate tax implications.

What information must be reported on gifts of public securities?

The information that must be reported includes the donor's name and address, the recipient's name and address, a description of the securities gifted, and the fair market value at the time of the gift.