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Get the free Guide to Gifts of Securities to Swarthmore College.doc - www1 swarthmore

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To learn more please contact Renee Atkinson Gift Planning Administrator at 610 328-8323 or ratkins1 swarthmore. Securities can be sent electronically using the following transmittal instructions to one of our preferred brokers below Morgan Stanley Smith Barney Swarthmore College Account 263- 106330- 306 DTC 0015 Contact at Morgan Stanley Smith Barney Jeffrey Berns 800- 524- 2423 Merrill Lynch Account 871- 07523 DTC 5198 Contact at Merrill Lynch Fernando Gonzalez 215- 587- 4636...
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The guide to gifts of provides information on reporting gifts for tax purposes.
Individuals who have given or received gifts above a certain threshold are required to file guide to gifts of.
You can fill out guide to gifts of by providing detailed information about the gifts given or received, including their value and nature.
The purpose of guide to gifts of is to ensure that gifts are reported accurately for tax purposes.
Information such as the value of the gift, the relationship between the giver and receiver, and any exemptions or exclusions must be reported on guide to gifts of.
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