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Get the free Giving Stocks & Securities to BU LawSchool of Law

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___, 2020Attn: Judie Norris, Associate Director of Gifts & Records Boston University Development & Alumni Relations 595 Commonwealth Avenue, Suite 700, West Entrance Boston, MA 02215Dear Ms. Norris:
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Giving stocks and securities refers to the process of transferring ownership of shares or other financial instruments from one party to another, often for charitable purposes or as a gift.
Individuals or entities who make transfers of stocks and securities, especially for tax deduction purposes or charitable contributions, are typically required to file relevant documentation.
Filling out forms related to giving stocks and securities generally involves providing personal information, details of the securities being transferred, the recipient's information, and any relevant tax documentation.
The purpose of giving stocks and securities often includes charitable giving, reducing tax liability, and supporting non-profit organizations or causes.
Information that must be reported includes the type of securities, the number of shares, the fair market value at the time of transfer, and the details of the recipient.
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