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Stock Donations to the CCS Capital Campaign must be made through the DioceseROMAN CATHOLIC DIOCESE OF CHARLOTTE STOCK DONATION INSTRUCTIONS Gifts of stock may be made via electronic transfer or by

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How to fill out make a gift of

01

Obtain a gift form from the specific organization or institution.

02

Fill out the donor information section with your full name, contact information, and donation amount.

03

Select the purpose of the gift or specify if it is an unrestricted donation.

04

If applicable, indicate if the gift is in honor or memory of someone.

05

Sign and date the form before submitting it according to the instructions provided.

Who needs make a gift of?

01

Individuals who wish to make a charitable donation to a specific organization or institution.

02

Supporters of a cause who want to contribute financially towards its mission or projects.

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What is make a gift of?

Make a gift of is the act of transferring the ownership of property from one person to another without receiving payment in return.

Who is required to file make a gift of?

Individuals who have made gifts that exceed the annual exclusion amount set by the IRS are required to file a gift tax return.

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To fill out a gift tax return, Form 709 must be completed and submitted to the IRS.

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The purpose of making a gift is to transfer wealth or assets to another individual while potentially reducing tax liability.

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The gift tax return must include details about the gift, such as the fair market value of the gift, any gift tax paid, and the relationship between the donor and the recipient.

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