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Making a Gift of Securities to Oxfam Canada Please instruct your broker to transfer your gift of securities in specie as outlined below. Please complete this information form and fax or email it to
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How to fill out making a gift of
How to fill out making a gift of
01
Gather necessary information about the recipient and the gift.
02
Obtain the required form for making a gift of (check online or in your local financial institution).
03
Fill in your personal details including name, address, and contact information.
04
Provide details of the recipient, including their name and relationship to you.
05
Specify the description of the gift, including its value and any relevant identification numbers.
06
Complete any required sections regarding tax implications and exemptions.
07
Review the completed form to ensure all information is accurate.
08
Sign and date the form where indicated.
09
Submit the form to the appropriate authority or organization, either electronically or via mail.
Who needs making a gift of?
01
Individuals looking to transfer assets or property to someone else.
02
People wanting to make charitable contributions with specific tax benefits.
03
Anyone considering estate planning and wishing to minimize tax liabilities.
04
Friends and family members who wish to gift assets or money to loved ones.
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What is making a gift of?
Making a gift of refers to the act of transferring property or money to another individual without expecting anything in return.
Who is required to file making a gift of?
Individuals who make gifts exceeding the annual exclusion amount set by the IRS are required to file a gift tax return.
How to fill out making a gift of?
To fill out making a gift of, complete IRS Form 709, indicating the details of the gifts made, including the value and recipient's information.
What is the purpose of making a gift of?
The purpose of making a gift of is to transfer wealth to another individual, often to provide financial support, reduce estate taxes, or for charitable purposes.
What information must be reported on making a gift of?
Report the donor's and recipient's information, a description of the gift, the date of the gift, and the fair market value of the gift.
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