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GIFT OF MUTUAL FUNDS TO ST. PAUL FOUNDATION In order to make your gift, please complete this form with your broker. Your broker needs to Email or fax this form to the Foundation at: ATTN: Monica Tong

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How to fill out 2 gift of mutual

01

Start by opening the 2 gift of mutual form.

02

Provide your personal details such as your name, address, and contact information.

03

Indicate the date on which the gift is being made.

04

Specify the nature of the gift, whether it is cash, securities, or other assets.

05

Mention the value of the gift in monetary terms.

06

If you are donating securities, provide details such as the name of the security and the number of shares.

07

If the gift is being made jointly with another person, include their details as well.

08

Sign and date the form to finalize the gift of mutual.

Who needs 2 gift of mutual?

01

Anyone who wishes to make a financial gift to a mutual fund can use the 2 gift of mutual form.

02

It is commonly used by individuals or organizations who want to donate cash, securities, or other assets to a mutual fund.

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What is 2 gift of mutual?

2 gift of mutual is a form used to report gifts of mutual funds given during the tax year.

Who is required to file 2 gift of mutual?

Any individual who has given gifts of mutual funds exceeding a certain threshold during the tax year is required to file Form 2 gift of mutual.

How to fill out 2 gift of mutual?

Form 2 gift of mutual can be filled out by providing information about the donor, recipient, and details of the gift of mutual funds.

What is the purpose of 2 gift of mutual?

The purpose of 2 gift of mutual is to report gifts of mutual funds for tax purposes.

What information must be reported on 2 gift of mutual?

Information such as the value of the gift, date of the gift, and the relationship between the donor and recipient must be reported on Form 2 gift of mutual.

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