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STOCK GIFT DONATIONS Letter of Authorization Date: ___ Brokerage Firm: ___ Brokers Name: ___ Phone Number: ___ Address: ___ City, State, Zip: ___ Account Number: ___ To The Broker: I/We wish to gift
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How to fill out gift of appreciated securities
How to fill out gift of appreciated securities
01
Obtain the necessary forms from the organization or charity that you wish to gift the appreciated securities to.
02
Contact your financial institution or broker to request a transfer of the securities to the designated account.
03
Fill out the transfer form with the required information including the type of security, number of shares, and account details.
04
Submit the completed form to your financial institution or broker for processing.
05
Notify the organization or charity of the pending transfer and provide any necessary documentation to complete the gift.
Who needs gift of appreciated securities?
01
Individuals or organizations looking to support a cause or charity through a donation of appreciated securities.
02
Investors looking to receive tax benefits by donating securities that have increased in value.
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What is gift of appreciated securities?
A gift of appreciated securities is a donation of stocks, bonds, or mutual funds that have increased in value since their purchase.
Who is required to file gift of appreciated securities?
Individuals or organizations who donate appreciated securities with a total value exceeding a certain threshold may be required to file gift tax returns.
How to fill out gift of appreciated securities?
To fill out a gift of appreciated securities, donors typically need to provide information on the security being donated, its current value, and details of the transfer.
What is the purpose of gift of appreciated securities?
The purpose of a gift of appreciated securities is to support a charitable cause while potentially providing tax benefits to the donor.
What information must be reported on gift of appreciated securities?
Donors must report the type of security, its fair market value, and details of the transfer on gift tax returns.
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