What are the benefits of gift transfer?
Easy and secure
It’s an easy, efficient, secure way for you to transfer shares to an unlimited number of recipients.
Achieve your objectives
It can help you achieve your wealth management and estate planning objectives.
Minimize gift taxes
It can help minimize gift taxes due by donating within the gift tax exclusion limit.
Save for the future
It can help gift recipients save for their future, whether they choose to hold or sell their shares.
How does it work? Simple.
Transfer/gift shares may help to avoid future gift taxes
Gift shares instead of buying a gift that won’t be used
Teach the next generation about share ownership by gifting shares in a company
Find out more about IRS Gift Taxes, including annual maximum gifting amounts, exclusions and other important information
Please note individual states may also have laws regarding gift taxes.
IMPORTANT DISCLOSURE: In offering gift transfers, Computershare is not providing, and does not intend to provide, any legal or tax advice. You should consult with your attorney or tax advisor before engaging in any gift transfer.
*Only accounts of natural persons are eligible for gift transfers.