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Gift of Securities Step One WeTransfer Instructions Please instruct your broker to wire transfer your gift of securities to the Museum\'s broker: Keith J. Robinson, Senior Vice President Morgan Stanley Phone:

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What is gift of securities?

A gift of securities refers to the transfer of stocks, bonds, or other investments from one party to another as a gift.

Who is required to file gift of securities?

Anyone who has given a gift of securities valued over a certain threshold (determined by tax laws) may be required to file a gift tax return with the appropriate tax authority.

How to fill out gift of securities?

To fill out a gift of securities, you will need to provide information on the value of the securities, the donor and recipient information, and any other relevant details as required by the tax authority.

What is the purpose of gift of securities?

The purpose of gift of securities is to report and track the transfer of securities as gifts for tax purposes.

What information must be reported on gift of securities?

Information such as the value of the securities, the donor and recipient details, dates of the transfer, and any other relevant information required by tax laws must be reported on a gift of securities.

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