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GIFTS OF SECURITIES FORM TO BE SENT/FAXED TO THE BELOW THREE CONTACTS 1) Donors Broker: Facsimile: Contact: Telephone: 2) RBC Dominion Securities Rep: J66 Gary Your sold No.: 4362163919 QUID: DOME

How to fill out gifts of securities form

How to fill out gifts of securities form:

1. Obtain the gifts of securities form from the relevant organization or institution. This form may be available online or can be obtained directly from the organization.
2. Fill out the donor information section of the form. This typically includes providing your name, contact information, and any other required personal details.
3. Indicate the type and value of the securities you wish to donate. Specify the number of shares or any other relevant details about the securities being gifted.
4. Provide information about the receiving organization. This may involve supplying the organization's name, address, and any specific instructions or restrictions regarding the donation.
5. If applicable, choose the purpose or program you would like your donation to support. Some organizations offer options for donors to direct their contributions to specific initiatives or funds.
6. Don't forget to sign and date the form. Make sure to read any accompanying instructions or guidelines to ensure you complete the form accurately.

Who needs gifts of securities form:

1. Individuals or organizations who wish to donate securities as a charitable contribution often need to fill out gifts of securities forms. This may include individuals looking to support non-profit organizations, educational institutions, or other charitable causes.
2. Organizations or institutions that accept donations of securities typically require donors to complete this form. It helps them accurately process and acknowledge the donation while complying with legal and reporting requirements.
3. Financial advisors or tax consultants may also need access to gifts of securities forms to assist their clients in navigating the process of donating securities. These professionals ensure that donors receive the proper tax benefits and understand the implications of their contribution.

Note: It is important to consult with the specific organization or institution to determine their requirements and procedures for donating securities. Each entity may have its own specific form or process.

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What is gifts of securities form?

The gifts of securities form is a document used to report the donation of securities, such as stocks or bonds, to a charitable organization.

Who is required to file gifts of securities form?

Individuals who have made donations of securities to charitable organizations are required to file gifts of securities form.

How to fill out gifts of securities form?

To fill out the gifts of securities form, individuals must provide information about the donated securities, including the type of security, the number of shares, and the date of the donation.

What is the purpose of gifts of securities form?

The purpose of gifts of securities form is to report donations of securities to charitable organizations for tax purposes.

What information must be reported on gifts of securities form?

The information that must be reported on gifts of securities form includes the type of security, the number of shares, the date of the donation, and the fair market value of the securities at the time of the donation.