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Gifts of Stock Transaction Form Thank you for making a gift of stock to the Pacific Science Center. Please complete this form and mail, fax, or email it to the Development Department with each gift.

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How to fill out gifts of stock transaction

01

Obtain the stock certificate and gift form from the stock brokerage firm or company.

02

Fill out the gift form with the donor's information, including name, address, and Social Security number.

03

Provide details of the stock being gifted, including the number of shares and the stock certificate number.

04

Sign and date the gift form.

05

Submit the completed form along with the stock certificate to the stock brokerage firm or company.

Who needs gifts of stock transaction?

01

Individuals or organizations looking to donate stocks to charitable organizations

02

Investors looking to transfer stocks to family members or friends as gifts

03

Individuals or organizations looking to take advantage of tax benefits by gifting stocks

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What is gifts of stock transaction?

A gift of stock transaction involves transferring ownership of stocks or securities to another individual as a gift.

Who is required to file gifts of stock transaction?

The individual who receives the gift of stock is typically required to report the transaction to the IRS.

How to fill out gifts of stock transaction?

The recipient of the gift of stock will need to report the transaction on IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.

What is the purpose of gifts of stock transaction?

The purpose of a gifts of stock transaction is to transfer ownership of stocks or securities as a gift to another individual without any monetary exchange.

What information must be reported on gifts of stock transaction?

The recipient must report the fair market value of the stocks or securities received as a gift, as well as any relevant details about the transaction.

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