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Gift of Securities Transfer Form Thank you for supporting the SCC Foundation with a gift of securities. Donating gifts of publicly traded securities is an easy and tax smart way to support the SCC

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How to fill out gift of securities transfer

01

Contact your financial advisor or broker to discuss gifting securities.

02

Obtain the necessary forms from the charity you wish to donate to.

03

Complete the transfer form provided by your broker, including details of the securities you wish to gift.

04

Submit the completed form to your broker along with any additional required documentation.

05

Confirm the completion of the transfer with both your broker and the charity.

Who needs gift of securities transfer?

01

Individuals or organizations looking to support a charity or non-profit organization through the donation of securities.

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What is gift of securities transfer?

Gift of securities transfer is the process of transferring ownership of stocks, bonds, or other securities as a gift.

Who is required to file gift of securities transfer?

Anyone who transfers securities as a gift is required to file a gift of securities transfer form.

How to fill out gift of securities transfer?

Gift of securities transfer forms can be filled out electronically or on paper and must include details of the securities being transferred and the parties involved.

What is the purpose of gift of securities transfer?

The purpose of gift of securities transfer is to officially transfer ownership of securities as a gift and to ensure proper documentation for tax purposes.

What information must be reported on gift of securities transfer?

The gift of securities transfer form must include details of the securities being transferred, the value of the securities, and information about the donor and recipient.

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