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Get the free Gift of Securities Form (Scoita McLeod)

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SUPPORTING HURON WITH A GIFT OF SECURITIES Thanks you for considering a gift of securities to Huron. Making a gift of publicly listed securities is a simple, easy way to support Huron and our students.
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The gift of securities form is a tax document used to report the transfer of ownership of stocks, bonds, or other securities as a gift to another individual or entity.
The donor, or the person giving the gift of securities, is required to file the gift of securities form.
To fill out the gift of securities form, provide the donor's information, the recipient's information, a description of the securities being transferred, their fair market value at the time of the gift, and any applicable tax information.
The purpose of the gift of securities form is to report the transfer of securities to the IRS for tax purposes and to ensure compliance with gift tax regulations.
Information required includes the names and addresses of both the donor and recipient, a description of the securities, their fair market value at the time of the gift, and the date of the transfer.
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