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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

01
Access the website or online platform where the gift of securities form is available.
02
Fill in your personal information such as name, address, and contact details.
03
Provide the details of the securities you wish to donate, including the stock symbol, number of shares, and any specific instructions.
04
Specify whether you want the gift to be anonymous or if you would like to be recognized.
05
If required, provide your brokerage account information for the transfer of the securities.
06
Review all the information provided and make sure it is accurate.
07
Submit the form online.
08
Follow any additional instructions or requirements provided by the website or organization.
09
Keep a copy of the confirmation or receipt for your records.

Who needs online gift of securities?

01
Online gift of securities is beneficial for individuals who:
02
- Want to support charitable causes or organizations through donating securities.
03
- Prefer the convenience of making donations online.
04
- Seek a tax advantage by donating appreciated securities instead of cash.
05
- Wish to simplify the process of making charitable contributions.
06
- Value the flexibility and ease of transferring securities electronically.
07
- Want to promote philanthropy and make a positive impact in their community.
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Online gift of securities is the process of transferring ownership of financial securities, such as stocks or bonds, from one individual to another via an electronic platform.
Individuals who give gifts of securities that exceed the annual exclusion amount set by the IRS are required to file an online gift of securities.
To fill out an online gift of securities, individuals must access the appropriate online platform or IRS website, provide details about the securities being gifted, the recipient's information, and complete any necessary forms or documentation.
The purpose of online gift of securities is to allow individuals to transfer wealth, provide financial support, or facilitate inheritance planning in a streamlined and efficient manner.
Information that must be reported includes the donor's information, recipient's information, description of the securities transferred, date of the gift, and fair market value at the time of the gift.
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