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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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Make a gift of is the act of giving something to someone without expecting anything in return.
Individuals who make gifts above a certain threshold may be required to file a gift tax return.
To fill out a gift tax return, individuals must provide information about the gift, the recipient, and the relationship between the giver and recipient.
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.
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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