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TO MAKE A GIFT OF STOCK Please contact Jessica Bailey, Individual Giving Manager, so that we are aware of the transfer and can properly acknowledge your generosity. Please contact your broker with

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How to fill out to make a gift

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Step 1: Choose a meaningful gift that the recipient will appreciate.

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Step 2: Consider the recipient's interests, hobbies, and preferences.

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Step 3: Research various gift options and gather ideas.

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Step 4: Set a budget for the gift.

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Step 7: Consider including a personalized touch, such as a handwritten note or a special presentation.

Who needs to make a gift?

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Anyone who wants to show appreciation, celebrate a special occasion, or make someone feel loved and valued.

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What is to make a gift?

To make a gift is to voluntarily transfer ownership of an asset to another person without receiving anything in return.

Who is required to file to make a gift?

Individuals who make gifts over a certain value are required to file a gift tax return with the IRS.

How to fill out to make a gift?

To make a gift, one must complete and file IRS Form 709, the 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 while potentially reducing the donor'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 a gift tax return.

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