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Gifts of Stock Securities Transfer Form Please complete this form and send it to your broker or financial advisor.Please send a copy of the completed form to cmarshall@alicehyde.com or mail a transmittal

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How to fill out gifts of stock

01

Contact the organization or charity to confirm they accept gifts of stock.

02

Get the organization's brokerage account information for the transfer.

03

Initiate the transfer of stock from your brokerage account to the organization's account.

04

Notify the organization of the transfer and provide any necessary documentation for tax purposes.

Who needs gifts of stock?

01

Individuals who wish to support a charitable cause by donating appreciated stock.

02

Organizations or charities that are open to receiving gifts of stock as donations.

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What is gifts of stock?

Gifts of stock refer to the transfer of shares from one individual to another without any exchange of money or services, often as a form of charitable donation or personal gift.

Who is required to file gifts of stock?

Any individual who gifts stock valued above the annual exclusion limit set by the IRS must file a gift tax return, regardless of whether any tax is owed.

How to fill out gifts of stock?

To fill out gifts of stock, you must complete IRS Form 709, including details of the stock, the fair market value at the time of the gift, and information about the donor and recipient.

What is the purpose of gifts of stock?

The purpose of gifts of stock is to allow individuals to transfer wealth, reduce their taxable estate, or support charitable organizations while potentially benefiting from tax deductions.

What information must be reported on gifts of stock?

The information that must be reported includes the details of the donor and recipient, the fair market value of the stock at the time of the gift, and any prior gifts to the same recipient that may affect tax calculations.

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