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INVESTING THROUGH A GIFT OF STOCK Please complete this form, indicating the purpose of your gift. A copy should be provided to your brokerage and a copy should be sent to the Office of Development

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How to fill out investing through a gift

01

Determine the amount you want to invest through a gift.

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Research and choose an appropriate investment option.

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Consult with a financial advisor to understand the tax implications and any gift limits.

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Individuals looking to provide a financial gift to a loved one for long-term financial growth.

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Anyone interested in diversifying their investment portfolio through gift giving.

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What is investing through a gift?

Investing through a gift involves making financial investments using gifted funds or assets.

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Individuals who have received a gift for the purpose of making investments are required to file investing through a gift.

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To fill out investing through a gift, one must provide details of the gifted funds or assets used for investment and any returns generated.

What is the purpose of investing through a gift?

The purpose of investing through a gift is to grow wealth or generate income using gifted funds or assets.

What information must be reported on investing through a gift?

Information such as the amount of the gift, details of the investment made, and any returns generated must be reported on investing through a gift.

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