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Gifts of stock or mutual funds Contributing appreciated securities to The Trust for Public Land Gifts of longterm appreciated stock or mutual fund shares are an easy way to make a lasting contribution

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How to fill out gifts of securitieswhat to

01

Contact the organization or charity you wish to donate to and confirm they accept gifts of securities

02

Calculate the fair market value of the securities you wish to donate

03

Fill out a stock power form for each security you wish to donate

04

Transfer the securities to the organization's brokerage account

05

Notify the organization of the transfer and provide them with any necessary documentation

Who needs gifts of securitieswhat to?

01

Individuals or organizations looking to support a cause or charity

02

Investors who have securities with a high capital gain and want to avoid capital gains tax

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What is gifts of securitieswhat to?

Gifts of securities refer to the transfer of ownership of stocks, bonds, or other financial instruments from one individual to another without receiving anything in return. This is often done for personal reasons or charitable contributions.

Who is required to file gifts of securitieswhat to?

Individuals who make gifts of securities that exceed certain thresholds set by the IRS must file a gift tax return using Form 709.

How to fill out gifts of securitieswhat to?

To fill out gifts of securities, you need to gather relevant information such as the fair market value of the securities on the date of the gift, the recipient's details, and any prior gifts made that may affect the unified credit.

What is the purpose of gifts of securitieswhat to?

The purpose is to document the transfer of securities for tax purposes and to ensure compliance with federal gift tax laws.

What information must be reported on gifts of securitieswhat to?

The information that must be reported includes the names and addresses of the donor and recipient, the description of the securities, the fair market value at the time of the gift, and any prior gifts made by the donor.

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