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Gifts of Stock
Thank you for considering a gift of stock to one of our Ascension Catholic Academy
Schools: St. John Paul II, St. Peter Clever or Ascension. To streamline processing and
maximize efficiency,
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How to fill out stock gifts - st
How to fill out stock gifts - st
01
Determine the type of stock you want to gift.
02
Contact the recipient’s brokerage firm to get their account information.
03
Fill out a stock gift form provided by your brokerage firm.
04
Transfer the stock to the recipient’s account.
05
Follow up with the recipient to confirm they received the gift.
Who needs stock gifts - st?
01
Individuals who want to give a meaningful and potentially valuable gift to a friend or family member.
02
Donors looking to support a cause or charity by gifting stock as a donation.
03
Companies or organizations looking to reward employees or investors with stock gifts.
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What is stock gifts - st?
Stock gifts - st refer to the transfer of ownership of stock or shares as a gift from one individual to another.
Who is required to file stock gifts - st?
Individuals who gift stocks valued above the annual exclusion amount are required to file stock gifts - st.
How to fill out stock gifts - st?
To fill out stock gifts - st, provide details of the donor and recipient, a description of the stocks, their value at the time of the gift, and any applicable exemptions.
What is the purpose of stock gifts - st?
The purpose of stock gifts - st is to document the transfer of stock ownership for tax reporting and record-keeping purposes.
What information must be reported on stock gifts - st?
Information required includes the donor's and recipient's names, the number of shares gifted, stock valuation, and any gift tax exemptions claimed.
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