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Making Your Gift of Stock Catholic Charities of Des Moines Please follow the instructions below to make a gift of stock to Catholic Charities of Des Moines. Please notify Bobbi Jo Smith in the development
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Making a gift of involves giving a present or transfer of property to someone without receiving something in return.
Individuals who make gifts that exceed the annual exclusion amount set by the IRS may be required to file a gift tax return.
To fill out making your gift of, you would need to complete and submit IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.
The purpose of making your gift of is to report any gifts that exceed the annual exclusion amount and potentially pay gift taxes on those amounts.
You must report the value of the gift, the recipient of the gift, any deductions or exemptions claimed, and any other relevant information about the gift.
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