Get the free To make a gift of stock shares, please use this form to transfer the shares from your
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Dominican Sisters Vision of HopeSecurities Transfer Request Form
To make a gift of stock shares, please use this form to transfer the shares from your
brokerage account to the Dominican Sisters Vision
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What is to make a gift?
To make a gift is to transfer the ownership of an asset to another person without receiving compensation in return.
Who is required to file to make a gift?
Individuals who make gifts that exceed the annual exclusion amount set by the IRS are required to file a gift tax return.
How to fill out to make a gift?
To make a gift, individuals need to fill out IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.
What is the purpose of to make a gift?
The purpose of making a gift is to transfer assets to another person during one's lifetime, which can help reduce the size of one's taxable estate.
What information must be reported on to make a gift?
Information such as the value of the gift, the relationship between the donor and the recipient, and any deductions or exclusions claimed must be reported on the gift tax return.
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