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THE SISTERS OF NOTE DAME STOCK TRANSFER PROCEDURE AS OF JULY 2022 Please use the following procedure to complete a stock transfer. INFORMATION FOR THE SND MISSION ADVANCEMENT OFFICE Donors Name: ___
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How to fill out making gifts of securities

01
Contact the organization receiving the gift to obtain their account information for receiving securities
02
Contact your broker or financial institution to initiate the transfer of securities
03
Fill out any necessary forms provided by the organization or your broker
04
Provide any additional documentation required for tax purposes

Who needs making gifts of securities?

01
Individuals or entities looking to make charitable contributions in the form of securities
02
Those who want to maximize tax benefits by donating appreciated securities
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Making gifts of securities involves transferring ownership of stocks, bonds, or other securities to another individual or organization as a gift.
Anyone who gifts securities with a value over a certain threshold, typically set by the tax authorities, may be required to file making gifts of securities.
To fill out making gifts of securities, one must provide details of the securities being gifted, the value of the securities, the recipient of the gift, and any other relevant information required by the tax authorities.
The purpose of making gifts of securities is to transfer ownership of securities as a gift, which may have tax implications for both the donor and the recipient.
The information that must be reported on making gifts of securities typically includes details of the securities being gifted, the value of the securities, the recipient of the gift, and any other relevant information required by the tax authorities.
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