Get the free Gift of Appreciated Securities FormUniversity of ...

SECURITIES GIFT FORM DONOR INFORMATION Name Address City State ZIP Phone Email How would you like your contribution to be recognized in print? I/we wish to remain anonymousSECURITIES GIFT DETAILS

How to fill out gift of appreciated securities

How to fill out gift of appreciated securities

1. Step 1: Gather the necessary information about the securities you intend to gift, such as the type of security, number of shares, and the date of acquisition.
2. Step 2: Contact the recipient organization and inquire about their process for accepting gifts of appreciated securities. They will provide you with the required forms and instructions.
3. Step 3: Fill out the necessary forms provided by the recipient organization. Be sure to enter accurate and complete information about the securities being gifted.
4. Step 4: Notify your brokerage firm or financial institution about your intention to gift appreciated securities. They will guide you through their specific process, which usually involves submitting a transfer request form.
5. Step 5: Transfer the securities from your brokerage account to the designated account of the recipient organization. This can typically be done electronically.
6. Step 6: Send a copy of the transfer confirmation or any required documentation to the recipient organization as proof of the gift.
7. Step 7: Keep records of the transaction for your own reference and for tax purposes. You may need to provide this information when filing your taxes.
8. Step 8: Consult with a tax advisor to understand the potential tax benefits and any applicable reporting requirements associated with gifting appreciated securities.
9. Step 9: Consider acknowledging your gift with gratitude to the recipient organization. They will appreciate your support and it may inspire others to do the same.
10. Step 10: Celebrate the joy of giving!

Who needs gift of appreciated securities?

1. Individuals or organizations who have appreciated securities can benefit from gifting them.
2. Donors who seek to support a charitable cause while potentially obtaining tax benefits may choose to gift appreciated securities.
3. Non-profit organizations and charities often rely on gift donations to fund their operations and programs, making them potential recipients of appreciated securities.
4. Investors who have seen a significant increase in the value of their securities and wish to avoid capital gains taxes can choose to gift appreciated securities instead of selling them.

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What is gift of appreciated securities?

The gift of appreciated securities refers to donating stocks, bonds, or mutual funds that have increased in value since the time of purchase.

Who is required to file gift of appreciated securities?

Individuals who donate appreciated securities valued at over $500 must file a gift tax return.

How to fill out gift of appreciated securities?

The donor must provide details of the securities being gifted, including the name of the security, number of shares, and date of transfer.

What is the purpose of gift of appreciated securities?

The purpose of gifting appreciated securities is to support charitable organizations and receive tax benefits on the appreciated value.

What information must be reported on gift of appreciated securities?

The donor must report the fair market value of the securities, the date of the gift, and the recipient organization's details.