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339 E. Melrose Avenue Findlay, OH 45840 4194238496 asaltzman@50north.orgGIFT OF STOCKPlease complete and return this form to Aleta Saltzman, Development Officer DONOR INFORMATION FIRST NAME:LAST NAME:STREET
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How to fill out gift of stock

How to fill out gift of stock
01
Obtain the necessary forms from the donor's brokerage firm or financial advisor.
02
Provide the required information, including the donor's name, the name of the stock being gifted, and the number of shares.
03
Sign and date the gift of stock form.
04
Deliver the completed form to the appropriate recipient, either electronically or by mail.
05
Keep a copy of the form for your records.
Who needs gift of stock?
01
Individuals looking to make a charitable donation in the form of stock.
02
Non-profit organizations or charities that accept stock donations.
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What is gift of stock?
Gift of stock is the process of transferring shares of a company's stock from one individual or entity to another as a gift.
Who is required to file gift of stock?
The person or entity making the gift of stock is required to file the necessary paperwork with the appropriate authorities.
How to fill out gift of stock?
To fill out a gift of stock, you need to complete the appropriate forms provided by the IRS or other relevant tax authorities.
What is the purpose of gift of stock?
The purpose of gift of stock is to transfer ownership of shares as a gift, usually for tax or estate planning purposes.
What information must be reported on gift of stock?
The gift of stock usually requires reporting the details of the stock transfer, including the number of shares, the value of the shares, and the names and addresses of the individuals involved.
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