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Campaign for Justice
Making a Gift of Stock to the Campaign for Justice
The second page of this document provides a letter of authorization that you could
provide to your financial advisor and that
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What is making a gift of?
Making a gift of is the act of giving something to someone without receiving payment in return.
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Individuals who exceed the annual gift exclusion amount set by the IRS are required to file a gift tax return.
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To fill out making a gift of, individuals need to complete IRS Form 709 and provide information about the gift given.
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The purpose of making a gift of is to report gifts given that exceed the annual exclusion amount and potentially owe gift taxes.
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Information such as the value of the gift, the recipient's details, and any deductions or exclusions applied must be reported on making a gift of.
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