Get the free Impax Gift of Shares Form - Donor and Recipient
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Regular mail:Impax Funds P.O. Box 534463 Pittsburgh, PA 152534463Overnight mail:Impax Funds Attention: 534463 500 Ross Street, 1540520 Pittsburgh, PA 15262 Telephone: 1 (800) 372 7827Gift of Shares
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How to fill out impax gift of shares
How to fill out impax gift of shares
01
Obtain the Impax gift of shares form from the Impax website or financial advisor.
02
Fill in your personal details, including your name, address, and contact information.
03
Provide details of the shares being gifted, including the stock name, number of shares, and current valuation.
04
Include the recipient's full name, address, and contact information.
05
Sign and date the form to authorize the gift of shares.
06
Submit the completed form to Impax or your financial institution as instructed.
Who needs impax gift of shares?
01
Individuals looking to gift shares to family members or friends.
02
Donors who wish to make a charitable contribution through shares.
03
Anyone wanting to transfer ownership of shares as part of estate planning.
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What is impax gift of shares?
Impax gift of shares refers to the process of donating shares of stock to a charitable organization or individual, often with tax implications and benefits for the donor.
Who is required to file impax gift of shares?
Individuals or entities who donate shares of stock valued over a certain amount are typically required to file the impax gift of shares for tax purposes.
How to fill out impax gift of shares?
To fill out the impax gift of shares, one must provide information such as the donor's details, recipient's information, the number of shares donated, the fair market value of the shares, and any related tax ID numbers.
What is the purpose of impax gift of shares?
The purpose of impax gift of shares is to support charitable causes while allowing the donor to potentially receive tax deductions based on the value of the donated shares.
What information must be reported on impax gift of shares?
The information that must be reported includes the donor's name and address, the recipient's name and address, a description of the shares, the date of the gift, and the value of the shares at the time of donation.
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