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Gift of Publicly Traded Securities Transfer Form Little Brothers Foundation Little Brothers Foundation thanks you for helping counter the isolation of seniors by donating publicly traded securities.
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What is make a gift of?
Make a gift of is the act of giving something to someone without expecting anything in return.
Who is required to file make a gift of?
Individuals who make gifts above a certain threshold may be required to file a gift tax return.
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To fill out a gift tax return, individuals must provide information about the gift, the recipient, and the relationship between the giver and recipient.
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The purpose of a gift tax return is to report gifts that exceed the annual exclusion amount and ensure that any applicable gift taxes are paid.
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Details about the gift, the recipient, and the relationship between the giver and recipient must be reported on a gift tax return.
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