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This document provides essential instructions and guidelines for individuals wishing to make a gift of appreciated securities to an LCMS ministry via the foundation. It explains the process for transferring securities, including required information, the importance of pre-notification, and various methods of holding securities. The document aims to ensure a smooth and efficient gift transfer process.
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How to fill out gift transfer instructions

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How to fill out gift transfer instructions

01
Begin by clearly stating the sender's name and contact information.
02
Provide the recipient's name and contact information.
03
Specify the type of gift being transferred.
04
Include the value of the gift, if applicable.
05
Detail any conditions or restrictions related to the gift transfer.
06
Indicate the date by which the transfer should be completed.
07
Sign and date the gift transfer instructions.

Who needs gift transfer instructions?

01
Individuals planning to transfer ownership of gifts to others.
02
Legal representatives handling estate matters involving gifts.
03
Businesses conducting gift transactions as part of their operations.
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Gift transfer instructions are documents that provide detailed directives regarding the transfer of gifts, typically for tax reporting purposes, ensuring compliance with federal and state laws.
Individuals who make gifts above a certain threshold, as established by the IRS, are required to file gift transfer instructions to report these transfers, especially if they exceed the annual exclusion limit.
To fill out gift transfer instructions, individuals should provide details such as the name and address of the donor and recipient, description of the gift, date of transfer, and its value, along with any required signatures.
The purpose of gift transfer instructions is to ensure accurate reporting of gifts for tax purposes, prevent tax evasion, and help the IRS track gifts that may be subject to gift tax.
Gift transfer instructions must report the names and addresses of the donor and recipient, a description of the gift, its fair market value, and the date of the gift.
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Relevant keywords

gift transfer LCMS Foundation appreciated securities security transfer instructions donor guidelines Charles Schwab charitable giving stock gift process non-profit contribution financial donation

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