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Gifts of Publicly traded Securities Office of University Development Thank you for your interest in making a gift of securities to the University of North Carolina at Chapel Hill. Please share these

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What is gifts of publicly-traded securities?

Gifts of publicly-traded securities refer to the donation of stocks, bonds, or other securities that are traded on a recognized stock exchange.

Who is required to file gifts of publicly-traded securities?

Any individual, organization, or entity that receives a gift of publicly-traded securities is required to file the necessary tax forms.

How to fill out gifts of publicly-traded securities?

To fill out gifts of publicly-traded securities, you need to obtain the necessary tax forms from the relevant tax authority, provide information about the donor, the securities being gifted, their fair market value, and any relevant documentation.

What is the purpose of gifts of publicly-traded securities?

The purpose of gifts of publicly-traded securities is to allow individuals or organizations to support charitable causes by donating securities instead of cash, potentially providing tax benefits.

What information must be reported on gifts of publicly-traded securities?

Information that must be reported on gifts of publicly-traded securities includes the donor's name, identification number, number and type of securities, date of donation, fair market value, and any applicable documentation.

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