Get the free Gift of Appreciated Securities Form (revised 20191003)

Gift of Appreciated Securities Form Stock contributions to Phillips Brooks School may be made by filling out this form or using it as a template to create a letter to be sent to your broker and to

How to fill out gift of appreciated securities

How to fill out gift of appreciated securities

1. To fill out a gift of appreciated securities, follow these steps:
2. Gather all relevant information about the securities, such as the name of the stock or mutual fund, the number of shares, and the date of acquisition.
3. Determine the fair market value of the securities on the date of the gift.
4. Consult with a tax advisor and understand the potential tax implications of making a gift of appreciated securities.
5. Contact the organization or charity you wish to donate the securities to and inquire about their gift acceptance policies and procedures.
6. Obtain the appropriate transfer instructions from the organization, which will typically include their brokerage account information.
7. Contact your brokerage firm or financial institution and provide them with the transfer instructions.
8. Follow your brokerage firm's process for transferring the securities to the designated organization.
9. Notify the organization once the transfer has been completed, providing them with any necessary details.
10. Keep all relevant documentation, such as acknowledgments from the organization and records of the transfer, for tax purposes.
11. Consult with a tax advisor to ensure you properly report the gift of appreciated securities on your tax return.

Who needs gift of appreciated securities?

1. Gifts of appreciated securities can be beneficial for:
2. - Individuals or families looking to support charitable organizations or causes.
3. - Donors who have significant unrealized gains in their investment portfolio.
4. - Tax-conscious individuals who want to maximize their tax deductions.
5. - Investors who wish to diversify their portfolio or rebalance their holdings.
6. - Those who want to make a meaningful impact through a tax-efficient donation.
7. It is advisable to consult with a financial advisor or tax specialist to determine if a gift of appreciated securities is suitable for your specific financial situation.

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What is gift of appreciated securities?

A gift of appreciated securities is the donation of stocks, bonds, or other investments that have increased in value since they were purchased.

Who is required to file gift of appreciated securities?

Individuals or organizations who donate appreciated securities are required to file the gift on their tax return.

How to fill out gift of appreciated securities?

To fill out a gift of appreciated securities, the donor must include details such as the name of the security, the date it was gifted, and the fair market value at the time of donation.

What is the purpose of gift of appreciated securities?

The purpose of a gift of appreciated securities is to provide support to a charitable organization while also offering potential tax benefits to the donor.

What information must be reported on gift of appreciated securities?

The information that must be reported on a gift of appreciated securities includes the name of the security, the date it was donated, and the fair market value at the time of the donation.