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HOW TO MAKE A GIFT OF SECURITIES Gifts of appreciated securities may have significant tax benefits. All gifts of securities are tax-deductible to the fullest extent of the law. The Diocese of Camden

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How to fill out gifts of appreciated securitiesplanned

01

Determine the securities you would like to donate.

02

Contact the charity or organization to confirm they accept gifts of appreciated securities.

03

Obtain the necessary information from the charity for the transfer, including their brokerage account details.

04

Instruct your brokerage firm to transfer the securities directly to the charity's account.

05

Ensure that the charity acknowledges and properly records the donation for tax purposes.

Who needs gifts of appreciated securitiesplanned?

01

Individuals who have appreciated securities and want to support a charity or organization.

02

Investors who are looking for tax benefits by donating appreciated securities instead of cash.

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What is gifts of appreciated securities planned?

Gifts of appreciated securities are assets given to a charity or organization that have increased in value since they were purchased.

Who is required to file gifts of appreciated securities planned?

Individuals or organizations who donate appreciated securities are required to file gifts of appreciated securities planned.

How to fill out gifts of appreciated securities planned?

To fill out gifts of appreciated securities planned, you will need to provide details of the securities donated and the fair market value at the time of donation.

What is the purpose of gifts of appreciated securities planned?

The purpose of gifts of appreciated securities planned is to support charitable organizations and provide tax benefits to the donor.

What information must be reported on gifts of appreciated securities planned?

Information that must be reported on gifts of appreciated securities planned includes the name of the donor, description of the securities donated, and the fair market value.

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