Get the free HIAS Gift of StockDonate To Help Refugees
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Transferring Gifts of Securities
1. For securities held by a brokerage firm, instruct your broker to make an electronic
transfer to:
Broker Name: Fidelity Brokerage Services LLC
Account Number: Z85252727
DTC#:
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How to fill out hias gift of stockdonate
How to fill out hias gift of stockdonate
01
Contact the organization HIAS to inform them of your intention to donate a gift of stock.
02
Obtain the necessary information from HIAS such as their brokerage account details.
03
Instruct your brokerage firm to transfer the stock to HIAS's account.
04
Fill out any required forms provided by HIAS for stock donations.
05
Ensure to keep records of the transaction for tax purposes.
Who needs hias gift of stockdonate?
01
Individuals who wish to support the work of HIAS through a donation of stock.
02
Donors who want to take advantage of tax benefits associated with donating appreciated securities.
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What is hias gift of stockdonate?
HIAS Gift of StockDonate is a program that allows donors to contribute stocks or securities directly to HIAS, which can provide tax benefits for the donor while supporting the organization's mission.
Who is required to file hias gift of stockdonate?
Individuals who wish to donate stock to HIAS generally need to fill out the relevant documentation for the donation, but there are no specific filing requirements unless the gift meets certain tax thresholds.
How to fill out hias gift of stockdonate?
To fill out HIAS Gift of StockDonate, donors typically need to provide information about the donor, the stock being donated, and the intended purpose of the donation, along with any necessary signatures.
What is the purpose of hias gift of stockdonate?
The purpose of HIAS Gift of StockDonate is to facilitate charitable contributions through stock, allowing donors to provide significant support to HIAS while potentially maximizing their tax benefits.
What information must be reported on hias gift of stockdonate?
The information that must be reported typically includes the donor's name, the name and number of shares of the stock, the date of the gift, and estimated value at the time of donation.
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