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GIFT OF SECURITIES FORM This form is to be completed by the Donor and serves as authorization and instruction to transfer specified securities to St. Paul's Church. This completed form should be faxed,

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How to fill out gift of securities form

01

Obtain a gift of securities form from the organization or institution that accepts securities as donations.

02

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

03

Provide details about the securities you are donating, including the type of securities (stocks, bonds, mutual funds), the number of shares, and the value of each share.

04

Indicate the purpose of the donation, whether it is for a specific project or for general charitable purposes.

05

If you wish to receive a tax receipt, make sure to provide your social security or tax identification number.

06

Sign and date the form, and make a copy for your records.

07

Submit the completed form along with the securities to the organization or institution according to their instructions.

08

It is recommended to consult with a tax advisor or financial planner to understand the implications of donating securities and to ensure compliance with tax laws.

Who needs gift of securities form?

01

Individuals or organizations who wish to donate securities as a charitable contribution.

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What is gift of securities form?

It is a form used to report gifts of securities, such as stocks or bonds, to the IRS.

Who is required to file gift of securities form?

Individuals who have gifted securities with a value over a certain threshold are required to file this form.

How to fill out gift of securities form?

The form typically requires information about the donor, recipient, and details of the securities gifted.

What is the purpose of gift of securities form?

The purpose is to report the value of securities gifted for tax purposes.

What information must be reported on gift of securities form?

Information such as the donor's name, recipient's name, description of securities, and their value must be reported.

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