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GIFTS OF STOCK TO DELAWARE VALLEY UNIVERSITY Date: ___ Donors Name: ___ Donors Address: ___ City ___ State ___ Zip Code ___ Company Name: ___ # of Shares: ___ CUSP # ___ Symbol ___ Gift Amount: ___A
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How to fill out gifts of stock to
How to fill out gifts of stock to
01
Contact your broker or financial institution to initiate the transfer of stock.
02
Provide the necessary information, including the name and account number of the receiving organization.
03
Fill out a stock power form if required by your broker.
04
Transfer the desired number of shares to the recipient's account.
05
Notify the recipient of the gift and provide any additional documentation they may need.
Who needs gifts of stock to?
01
Individuals looking to make a charitable donation using stock instead of cash.
02
Non-profit organizations or charities that accept gifts of stock as donations.
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What is gifts of stock to?
Gifts of stock refer to the giving of shares of stock as a gift.
Who is required to file gifts of stock to?
Individuals or organizations who gift shares of stock are required to file gifts of stock to the IRS.
How to fill out gifts of stock to?
Gifts of stock can be filled out by completing IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.
What is the purpose of gifts of stock to?
The purpose of gifts of stock is to report any gifts of stock made to individuals or organizations for tax purposes.
What information must be reported on gifts of stock to?
The information reported on gifts of stock includes the value of the gift, the donor's information, and the recipient's information.
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