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GIFT OF STOCK Thank you for your interest in making a charitable gift to Live Oaks Community Church in the form of a Stock Transfer. Please complete and return the second page of this form to receive

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How to fill out gifts of stock

01

Step 1: Obtain the necessary forms from the organization or broker that will receive the gift.

02

Step 2: Fill out the donor's information section, providing your name, address, and contact details.

03

Step 3: Enter the details of the stock being gifted, including the name of the company, number of shares, and any specific instructions.

04

Step 4: Provide the date of the gift and the intended delivery date.

05

Step 5: Sign the form and submit it to the organization or broker along with any required supporting documentation.

Who needs gifts of stock?

01

Gifts of stock are beneficial for individuals who want to support a nonprofit organization or charity.

02

Investors who have stocks with significant capital gains may find it advantageous to donate them as gifts to avoid capital gains taxes.

03

Nonprofits and charitable organizations often rely on gifts of stock to fund their activities and programs.

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What is gifts of stock?

Gifts of stock refer to the transfer of ownership of shares from one individual to another without any exchange of money or services.

Who is required to file gifts of stock?

Individuals who give stock as a gift and exceed the annual gift tax exclusion amount are required to file a gift tax return.

How to fill out gifts of stock?

To fill out gifts of stock, complete IRS Form 709, providing details about the donor, recipient, and the value of the stock being gifted.

What is the purpose of gifts of stock?

The purpose of gifts of stock includes estate planning, transferring wealth, and potentially providing tax benefits.

What information must be reported on gifts of stock?

Information that must be reported includes the name and address of the donor and recipient, the number of shares, the fair market value of the stock, and any applicable adjustments.

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