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STOCK/SECURITIES DONATION NOTIFICATION FORM Thank you for your decision to make a gift of securities. Your support is very much appreciated. Please provide the information requested below to ensure
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How to fill out gift of appreciated securities

01
Obtain the necessary forms from the recipient organization or brokerage firm.
02
Fill out the donor information including name, address, and social security number.
03
Provide the details of the gifted securities including the number of shares and type of security.
04
Specify whether the assets are being transferred directly to the organization or to an intermediary.
05
Sign and date the forms before submitting them for processing.

Who needs gift of appreciated securities?

01
Individuals looking to make a charitable contribution while potentially receiving tax benefits.
02
Organizations or charities that accept donations in the form of securities.
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A gift of appreciated securities refers to the transfer of stocks or other holdings that have increased in value, allowing the giver to avoid capital gains taxes when the securities are donated.
Persons who make gifts of appreciated securities that exceed the annual exclusion amount, as well as those who are required to report their gifts for tax purposes, must file documentation.
To fill out the gift of appreciated securities, you need to declare the fair market value of the securities at the time of the gift, the date of the gift, and provide the recipient’s information on the appropriate tax forms.
The purpose of gifting appreciated securities is to provide a tax-efficient way to donate assets, maximize charitable contributions, and potentially reduce one's taxable estate.
The information that must be reported includes the description of the securities, the date of the gift, the fair market value at the time of the gift, the donor's and recipient’s details, and any gains accrued.
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