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Baylor University
G I F T S OF S TO C K T R A N S F E R
STOCK TRANSFER FORMNameDateAddress
CityStatePhone Number(s) WorkHomePlease designate my gift to(Program, Division or Fund) at Baylor University.
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What is gift?
Gift is a voluntary transfer of property or funds without receiving anything in return.
Who is required to file gift?
Individuals who give gifts above a certain value or amount are required to file a gift tax return with the IRS.
How to fill out gift?
To fill out a gift tax return, individuals need to provide information about the gift, the recipient, and the value of the gift.
What is the purpose of gift?
The purpose of gift is to report gifts that exceed the annual exclusion amount set by the IRS and to potentially pay gift tax on those gifts.
What information must be reported on gift?
Information such as the value of the gift, the recipient's information, and any applicable deductions or exemptions must be reported on a gift tax return.
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