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Publicly Traded Securities Transfer for Gift Donation First NameInitialsHome AddressDaytime Telephone2266 Woodpark Ave SW Calgary, AB T2W 2Z8 T: 4032518000 Fax: 4032519001 Hullservices.caLast NameCity/ProvincePostal
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How to fill out gifts of securities
How to fill out gifts of securities
01
Contact the organization or charity to which you would like to make the gift of securities.
02
Obtain the necessary forms from the organization or charity to initiate the process.
03
Fill out the forms completely including details of the securities you wish to donate.
04
Provide any additional required information such as account numbers or transfer instructions.
05
Submit the completed forms along with the securities to the organization or charity either electronically or by mail.
06
Wait for confirmation of the transfer and receipt of the gift from the organization or charity.
Who needs gifts of securities?
01
Individuals or organizations looking to support a cause or charity by donating securities.
02
Investors who wish to donate appreciated securities to avoid capital gains tax.
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What is gifts of securities?
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, typically for charitable purposes or to benefit family and friends.
Who is required to file gifts of securities?
Individuals who make gifts of securities that exceed the annual exclusion amount set by the IRS are required to file a gift tax return, typically using Form 709.
How to fill out gifts of securities?
To fill out gifts of securities, you need to report the details of the securities gifted, including the description, value at the time of the gift, and the recipient's information on Form 709. Follow the instructions provided by the IRS for completing the form accurately.
What is the purpose of gifts of securities?
The purpose of gifts of securities is to transfer wealth, reduce the taxable estate, and provide financial assistance or support to individuals or charitable organizations.
What information must be reported on gifts of securities?
The information that must be reported includes the name and address of the donor and recipient, the description of the securities, the date of the gift, the fair market value at the time of the gift, and any applicable exclusions.
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