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This document serves as a formal request for the donation of publicly traded securities to Family Services of Greater Vancouver through RBC Investor & Treasury Services. It includes sections for donor information, broker details, description of the securities being donated, and donor authorization.
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How to fill out gift of publicly traded
How to fill out gift of publicly traded
01
Determine the stock you wish to gift.
02
Obtain the current value of the publicly traded stock.
03
Complete a stock transfer form from your brokerage.
04
Specify the number of shares you want to transfer.
05
Provide the recipient's full name and brokerage information.
06
Submit the completed form to your brokerage for processing.
07
Keep records of the transaction for tax purposes.
Who needs gift of publicly traded?
01
Individuals wanting to gift stocks to family or friends.
02
Donors looking to support charitable organizations with stock gifts.
03
People seeking to reduce their tax liability through gifts of appreciated securities.
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What is gift of publicly traded?
A gift of publicly traded stock involves transferring ownership of shares from one individual to another without receiving payment in return. It is often considered for tax purposes and can affect the donor's taxable estate.
Who is required to file gift of publicly traded?
Individuals who make gifts of publicly traded securities exceeding the annual exclusion amount, which is set by the IRS, are required to file a gift tax return.
How to fill out gift of publicly traded?
To fill out the gift tax return, typically IRS Form 709, the donor must provide details about the recipient, the fair market value of the stocks on the date of the gift, and any prior gifts made during the calendar year.
What is the purpose of gift of publicly traded?
The purpose of gifting publicly traded stocks can include tax planning strategies, transferring wealth without incurring immediate capital gains taxes, and contributing to charitable causes.
What information must be reported on gift of publicly traded?
The gift tax return must report details such as the donor's and recipient's names, Social Security numbers, the date of the gift, a description of the securities, the fair market value, and any prior gifts.
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