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Notice of Donation Gift of Securities Please notify CARE Canada by phone or fax as soon as possible after the transfer of shares, so we can initiate the receipt. Gifts of publicly traded securities

How to fill out securities gift donation notice

How to fill out securities gift donation notice:

1. Start by gathering all the necessary information, including the donor's name, address, and contact details.
2. Identify the securities being gifted, such as stocks, bonds, or mutual funds, and provide their current market value.
3. Specify the intended recipient of the donation, such as a charity or nonprofit organization, and provide their complete contact information.
4. Indicate whether the gift is an outright donation or if there are any specific restrictions or conditions attached to it.
5. Include the date of the gift and the method used to transfer the securities, such as electronic transfer or physical delivery.
6. If there is a financial advisor or broker involved, include their information as well.
7. Sign and date the notice to certify the accuracy of the information provided.
8. Keep a copy of the completed notice for your records.

Who needs securities gift donation notice?

1. Individuals or organizations who wish to donate securities as a charitable gift may need a securities gift donation notice.
2. Charities and nonprofit organizations that receive securities as donations will also require a completed notice for their records and tax purposes.
3. Financial advisors or brokers involved in facilitating the transfer of securities as charitable gifts may also need the notice to document their role in the transaction.

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What is securities gift donation notice?

Securities gift donation notice is a form used to report the donation of securities to a charity or non-profit organization.

Who is required to file securities gift donation notice?

Any individual or entity that donates securities valued over a certain threshold to a charity or non-profit organization is required to file a securities gift donation notice.

How to fill out securities gift donation notice?

The form can usually be filled out online or submitted through the charity or non-profit organization's donation portal. It requires information about the donor, the securities being donated, and the recipient organization.

What is the purpose of securities gift donation notice?

The purpose of securities gift donation notice is to provide documentation of the donation for tax and record-keeping purposes.

What information must be reported on securities gift donation notice?

The form typically requires information such as the donor's name and contact information, the type and value of securities being donated, and the recipient charity or non-profit organization's details.