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PERSONALWILLPLANNERA GUIDE FOR FRIENDS OF ST. MICHAELS FOUNDATIONSTMICHAELSFOUNDATION.COM IST.MICHAELS SOCIETY Recognizing and thanking individuals who have made a commitment of a planned gift through
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Gifts anyone can make are financial contributions or transfers of property given to another individual without receiving anything in return.
Individuals who make gifts exceeding the annual exclusion amount set by the IRS are required to file gifts anyone can make.
Gifts anyone can make can be reported using IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.
The purpose of gifts anyone can make is to track and tax large financial gifts given by individuals to prevent tax evasion.
Information such as the value of the gift, relationship of the donor and recipient, and any exemptions claimed must be reported on gifts anyone can make.
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