Use Longleaf's Gift of Shares Form to give shares of your Longleaf account as a gift to an individual or a charity. Please consult your tax advisor to determine the federal, state and local tax consequences of making a gift of shares. If you are holding stock certificates for shares involved in this transfer, please return them with this form. We will not be able to transfer the shares without them. Please send certificates back by registered or certified mail.
Click here for the Gift of Shares form.

The Gift of Shares Form requires the Adobe Acrobat Reader. If you are not able to view the file, click here to download the reader from Adobe.