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I.Donor Information Name of Owner(s):___Address:___City/State/Zip:___Telephone:___Email:___II. Donors Intent We hereby gift the following to: Grace Churches Fidelity Investments 2803 Boardwalk Street
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How to fill out gift of stock-mutual fund
How to fill out gift of stock-mutual fund
01
Gather all necessary information such as the donor's name, the stock or mutual fund name and symbol, the number of shares being transferred, and the name and account number of the recipient.
02
Contact the financial institution where the stock or mutual fund is held and request a transfer form.
03
Fill out the transfer form with the required information and instructions on where to send the stock or mutual fund.
04
Submit the completed transfer form to the financial institution, either by mail or electronically.
05
Follow up with the recipient to ensure that the transfer is completed successfully.
Who needs gift of stock-mutual fund?
01
Individuals who want to make a charitable donation using appreciated securities instead of cash.
02
Nonprofit organizations or charities that are able to accept and liquidate stock or mutual fund donations.
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What is gift of stock-mutual fund?
A gift of stock-mutual fund refers to the transfer of ownership of mutual fund shares as a gift, allowing the recipient to benefit from the potential value appreciation of the mutual fund investments.
Who is required to file gift of stock-mutual fund?
Individuals who give a gift of stock-mutual fund shares exceeding the annual exclusion amount set by the IRS are required to file a gift tax return, known as Form 709.
How to fill out gift of stock-mutual fund?
To fill out a gift of stock-mutual fund, you must complete IRS Form 709, providing details about the donor, the recipient, the value of the gifts, and any applicable deductions or exclusions.
What is the purpose of gift of stock-mutual fund?
The purpose of a gift of stock-mutual fund is to transfer wealth, potentially reduce taxable estate value, or give financial support or investment opportunities to the recipient.
What information must be reported on gift of stock-mutual fund?
The information that must be reported includes the names of the donor and recipient, the date of the gift, the fair market value of the mutual fund shares at the time of the gift, and any applicable gift tax exclusions.
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