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The Shepherds Church
GIFT OF STOCK ELECTRONIC
This form CANNOT be used to transfer Mutual funds
Donor Informer/Corner
Address
City/State/Daytime Phone2 Broker Informers Name
Address
City/State/Zip
Phone
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How to fill out gifts of stock or
How to fill out gifts of stock or
01
Obtain the necessary forms from the company that issued the stock or your brokerage firm.
02
Fill in your personal information, including your name, address, and Social Security number.
03
Indicate the number of shares you wish to gift and the recipient's information.
04
Sign and date the form, and include any additional required documentation.
05
Submit the completed form to the appropriate party, whether it be the company or your brokerage firm.
Who needs gifts of stock or?
01
Individuals looking to make charitable donations while minimizing capital gains tax liability may benefit from gifting stock.
02
Non-profit organizations and charities may also benefit from receiving gifts of stock as a form of donation.
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What is gifts of stock or?
Gifts of stock refer to transferring ownership of stocks or securities as a gift.
Who is required to file gifts of stock or?
Anyone who gives or receives gifts of stock worth more than a certain dollar amount is required to file gifts of stock.
How to fill out gifts of stock or?
Gifts of stock can be filled out by using the appropriate IRS forms and reporting all required information.
What is the purpose of gifts of stock or?
The purpose of gifts of stock is to report the transfer of ownership of stocks or securities as a gift for tax purposes.
What information must be reported on gifts of stock or?
Information such as the value of the stock, date of transfer, and names of the parties involved must be reported on gifts of stock.
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