Fidelity Gifting Shares, Charitable Contributions forms

Determining what type of transaction that best suits what the client is trying to accomplish is the first step.

Attached is a Partial Delivery Account Transfer Request form, which is used to journal assets from an account to third party or giving stocks to someone as a gift. On page 2, it specifically asks for mutual funds, but we can put any equity/ETF/asset with a CUSIP there and gift that as well.

Attached is a Charitable IRA One Time Withdrawal form used for Charitable Organization Donations.

**As always, direct the client to consult with a tax advisor to discuss Qualified Charitable Distributions and IRS Compliance.