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Instructions forget of Securities to NC State University Thank you for your interest in making a gift of securities to the Other Lifelong Learning Institute (OLLIE) at NC State University. Please
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Gift of securities is the donation of stocks, bonds, or other investment assets to a charity or non-profit organization.
Individuals who have made a gift of securities with a value over a certain threshold may be required to file gift of securities to the relevant tax authority.
To fill out gift of securities to, individuals should include details of the donated securities such as the type, quantity, date of donation, and fair market value at the time of donation.
The purpose of gift of securities to is to provide transparency and accountability for charitable donations of securities, as well as to ensure proper reporting for tax purposes.
Information that must be reported on gift of securities includes details of the donated securities, the name of the recipient charity or organization, and the fair market value of the securities at the time of donation.
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