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GIFTS OF STOCK OR MUTUAL FUNDS: The most efficient way to make a gift of stock or mutual fund* shares to the Council on Foreign Relations (CFR) is: 1) Request that your broker deliver the stock shares

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What is gifts of stock?

Gifts of stock refer to the transfer of ownership of publicly traded shares as a form of a gift to another individual or entity.

Who is required to file gifts of stock?

The donor or the person giving the gift of stock is required to file gifts of stock.

How to fill out gifts of stock?

Gifts of stock can be reported by filling out IRS Form 709 and providing details of the gift, including the value of the stock transferred.

What is the purpose of gifts of stock?

The purpose of gifts of stock is to provide a way for individuals to transfer ownership of stocks as gifts without incurring gift taxes.

What information must be reported on gifts of stock?

The information that must be reported on gifts of stock includes the value of the stock transferred, the date of the transfer, and details of the recipient.

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