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GIFT OF SECURITIES Notification of Securities Transfer Please help us handle and acknowledge your gift appropriately by emailing or faxing this form to: Attention: Steph unitedwaydr.com or Fax: (905)

How to fill out gift of securities

How to fill out gift of securities

1. To fill out a gift of securities, follow these steps:
2. Gather all the necessary documents, including the securities transfer form and any relevant tax forms.
3. Identify the securities you wish to donate and determine their current market value.
4. Contact your broker or financial institution to initiate the transfer of securities.
5. Provide your broker or financial institution with the relevant details, such as the name of the receiving organization and their account information.
6. Complete the securities transfer form, providing all required information accurately.
7. Double-check all the information on the form for accuracy and completeness.
8. Submit the completed securities transfer form to your broker or financial institution.
9. Keep copies of all documentation for your records.
10. Inform the receiving organization about the upcoming gift of securities, providing them with any necessary information or documentation.
11. Follow up with your broker or financial institution to ensure the successful transfer of securities.
12. Obtain a receipt or acknowledgement from the receiving organization for tax purposes.

Who needs gift of securities?

1. Gifts of securities are relevant for individuals or organizations who:
2. - Wish to support a charitable cause or nonprofit organization.
3. - Hold appreciated securities and want to avoid capital gains tax by donating them.
4. - Seek to make a meaningful contribution to a cause they care about.
5. - Want to leave a lasting legacy by making a charitable donation.
6. - Desire to receive potential tax benefits from their charitable giving.
7. - Have a diversified investment portfolio and wish to rebalance it or sell certain holdings.
8. - Are planning their estate and want to include charitable giving as part of their overall strategy.

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What is gift of securities?

A gift of securities refers to the transfer of ownership of stocks, bonds, or other financial instruments from one individual to another without expecting payment or compensation in return.

Who is required to file gift of securities?

Individuals who gift securities that exceed the annual exclusion amount set by the IRS are required to file a gift tax return using Form 709.

How to fill out gift of securities?

To fill out a gift of securities, you must complete IRS Form 709, providing details about the donor and recipient, the type of securities given, their fair market value at the time of the gift, and any applicable exemptions.

What is the purpose of gift of securities?

The purpose of a gift of securities is to transfer wealth, assist the recipient financially, or reduce the taxable estate of the donor while potentially maximizing investment benefits.

What information must be reported on gift of securities?

Information to report includes the donor's and recipient's names and addresses, a description of the securities, the date of the gift, and their fair market value on the date of transfer.