Get the free Gift of Publicly Traded Securities to Plan International Canada Inc

To donate publicly traded securities and mutual funds, please follow the process below: 1. Instruct your broker to transfer the securities to Plan Canada's brokerage account at TD Waterhouse 2. Complete

How to fill out gift of publicly traded

How to fill out gift of publicly traded:

1. Obtain the necessary forms from the appropriate tax authorities or charitable organization. These forms typically include a gift acknowledgment letter and a stock transfer form.
2. Gather the required information, such as the donor's name, address, and Social Security number or employer identification number (EIN), as well as details about the publicly traded stock being gifted, such as the company name, number of shares, and their market value.
3. Determine the fair market value of the gifted stock. This is usually the average of the high and low prices of the stock on the date of the gift.
4. Fill out the gift acknowledgment letter, ensuring that all the required information is provided accurately. This letter serves as a proof of the donation and allows the donor to claim any tax deductions associated with the gift.
5. Complete the stock transfer form, including the necessary details about the stock being transferred and the recipient's information. This document authorizes the transfer of ownership from the donor to the charitable organization.
6. Submit the completed forms to the charitable organization or the tax authorities, following their specific instructions for submission.
7. Retain a copy of the gift acknowledgment letter and the stock transfer form for your records.

Who needs gift of publicly traded?

1. Individuals or businesses looking to make a charitable donation and receive potential tax benefits might consider gifting publicly traded stock.
2. Non-profit organizations and charitable institutions often rely on gifts of publicly traded stock as a source of funding.
3. Investors who have experienced significant growth in the value of their stock holdings may find it advantageous to donate appreciated stock as a way to support a cause while potentially avoiding capital gains taxes.

Please note that this information is for general guidance purposes only, and it is always recommended to consult with a tax professional or financial advisor for specific advice related to your situation.

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