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This document is used for donors to transfer publicly traded securities to the Rick Hansen Foundation and includes instructions for donors and their brokers.
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How to fill out gift of publicly traded
How to fill out GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION
01
Obtain the necessary form from the Rick Hansen Foundation or their website.
02
Fill in your personal details, including your name and contact information.
03
Provide details of the publicly traded securities you wish to donate, including the name of the security and the number of shares.
04
Indicate the date of the gift transaction.
05
Sign the form to authorize the transfer of securities.
06
Submit the completed form to both your broker and the Rick Hansen Foundation.
07
Confirm with the Foundation that the securities have been received.
Who needs GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
01
Individuals who want to support the Rick Hansen Foundation's mission.
02
Investors looking for a tax-efficient way to make charitable donations.
03
Supporters of disability rights and accessibility initiatives.
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What is GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
The Gift of Publicly Traded Securities to the Rick Hansen Foundation allows donors to contribute stocks or securities to the foundation, which can provide significant tax benefits and support the foundation's initiatives.
Who is required to file GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
Individuals or entities who intend to donate publicly traded securities to the Rick Hansen Foundation are required to file the relevant documents associated with the donation.
How to fill out GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
To fill out the Gift of Publicly Traded Securities form, donors should provide their personal information, details of the securities being donated, the value of the securities, and any relevant signatures.
What is the purpose of GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
The purpose of the Gift of Publicly Traded Securities is to facilitate charitable donations to the Rick Hansen Foundation, enabling it to fund programs and initiatives that promote accessibility and inclusivity for people with disabilities.
What information must be reported on GIFT OF PUBLICLY TRADED SECURITIES TO RICK HANSEN FOUNDATION?
The information that must be reported includes the donor's details, the description of the securities, the date of the donation, the value of the securities at the time of donation, and any other pertinent tax-related information.
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