Get the free Stock Gift Acknowledgement Form.docx

Stock Gift Acknowledgement Form Thank you for making a gift of securities to Family Giving Tree. Our brokerage house and account number are: LPL Financial Account #: 39472959 Contact: 8008777210 ext.

How to fill out stock gift acknowledgement formdocx

How to fill out stock gift acknowledgement formdocx

1. Start by entering the date at the top of the form.
2. Fill in the donor’s full name and address.
3. Provide the name of the organization receiving the stock gift.
4. Specify the number of shares gifted and the type of stock.
5. Include the fair market value of the stock on the date of the gift.
6. State the purpose of the donation, if applicable.
7. Sign and date the form as the recipient organization’s representative.
8. Make a copy of the completed form for your records.

Who needs stock gift acknowledgement formdocx?

1. Individuals or organizations that have received stock gifts from donors.
2. Non-profit organizations that need to provide acknowledgment for tax purposes.
3. Donors who require documentation of their stock gift for their tax filings.

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What is stock gift acknowledgement formdocx?

The stock gift acknowledgement form is a document used to formally acknowledge the receipt of a donation of stocks or securities. It typically serves as proof for the donor that the gift was received by the recipient organization.

Who is required to file stock gift acknowledgement formdocx?

Organizations that receive stock gifts from donors are required to file the stock gift acknowledgement form to acknowledge the donation and provide the donor with necessary documentation for tax purposes.

How to fill out stock gift acknowledgement formdocx?

To fill out the stock gift acknowledgement form, one must provide details such as the name and contact information of the donor, the date of the gift, a description of the stock, the number of shares donated, and the fair market value of the stock at the time of the donation.

What is the purpose of stock gift acknowledgement formdocx?

The purpose of the stock gift acknowledgement form is to provide documentation that supports the donor's tax deduction for the charitable gift and to formally acknowledge receipt of the stock by the receiving organization.

What information must be reported on stock gift acknowledgement formdocx?

The information that must be reported includes the donor's name and address, the date of the gift, a description of the stock, the number of shares donated, the fair market value at the time of donation, and the signature of the authorized representative of the recipient organization.