Get the free Gift of Appreciated Securities Form (revised 20220528)

Gift of Appreciated Securities Form Stock contributions to Phillips Brooks School may be made by filling out this form or using it as a template to create a letter to be sent to your broker and to

How to fill out gift of appreciated securities

How to fill out gift of appreciated securities

1. Obtain the necessary forms from your financial institution or the charity you would like to donate to.
2. Determine the value of the securities you would like to donate.
3. Fill out the required information on the forms, including the name of the securities, their value, and your contact information.
4. Submit the completed forms to the charity or financial institution.
5. Keep records of the donation for tax purposes.

Who needs gift of appreciated securities?

1. Individuals or organizations looking to support a charity or cause by donating appreciated securities.
2. Investors who want to avoid paying capital gains tax on their appreciated securities.

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What is gift of appreciated securities?

A gift of appreciated securities refers to the transfer of stocks or other securities that have increased in value since their purchase. Donating these securities to a charity can provide tax benefits, as the donor may avoid paying capital gains tax on the appreciation.

Who is required to file gift of appreciated securities?

Individuals who make gifts of appreciated securities that exceed the annual gift exclusion limit or are required to file a gift tax return must report the transaction. This includes both individuals and entities that donate securities.

How to fill out gift of appreciated securities?

To fill out the gift of appreciated securities, you need to complete IRS Form 709, which is the United States Gift (and Generation-Skipping Transfer) Tax Return. This form requires detailed information about the donor, the recipient, the securities, and the fair market value at the time of the gift.

What is the purpose of gift of appreciated securities?

The purpose of gifting appreciated securities is to support charitable organizations while maximizing tax benefits. This strategy helps donors avoid capital gains taxes and provides a charitable deduction based on the fair market value of the securities donated.

What information must be reported on gift of appreciated securities?

The information that must be reported includes the names and addresses of the donor and the recipient, a description of the securities, the date of the gift, the fair market value of the securities at the time of the gift, and any previous gifts made to the same recipient in the same calendar year.