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Gift of Stock to Chased NP | Chai Preschool Many donors choose the option of donating stock. In addition to benefiting Chased NP | Chai Preschool, your gift of stock may also save you capital gains
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01
Obtain the necessary information from the stockholder, such as the name of the stock, number of shares, and any restrictions.
02
Contact the stockholder's investment firm or brokerage to initiate the transfer.
03
Provide the necessary information to the investment firm or brokerage to complete the transfer, including the recipient's account information.
04
Confirm the transfer with the investment firm or brokerage to ensure the gift is successfully completed.

Who needs gifts of stock?

01
Individuals looking to make a charitable donation in the form of stock.
02
Non-profit organizations or charities that accept donations of stock as a form of contribution.
03
Financial advisors or consultants who are helping clients with charitable giving strategies involving gifts of stock.
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Gifts of stock refer to the transfer of ownership of shares of a company's stock from one party to another, usually as a gift.
Individuals who give or receive gifts of stock valued over a certain threshold set by the IRS are required to file gifts of stock.
Individuals can fill out gifts of stock by reporting the details of the gift, including the value of the stock and any relevant ownership information, on IRS Form 709.
The purpose of gifts of stock is to allow individuals to transfer assets to others without incurring significant tax consequences.
Information such as the fair market value of the stock at the time of the gift, the identity of the donor and the donee, and any relevant transfer details must be reported on gifts of stock.
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