Get the free URI Foundation Securities Gift Form - Advancement - University of ... - advance uri

URI Foundation Securities Gift Form I would like to give more to URI than I thought possible. I intend to make a gift of marketable securities to the URI Foundation. Name Address Daytime telephone

How to fill out uri foundation securities gift

How to fill out URI Foundation securities gift?

1. Gather all necessary information: Before filling out the URI Foundation securities gift form, make sure you have all the required information. This may include personal details, such as your name, address, and contact information, as well as details about the securities you wish to donate.
2. Obtain the proper form: Contact the URI Foundation or visit their website to obtain the specific securities gift form. This form will outline the necessary fields and instructions for filling it out correctly.
3. Provide personal information: Start by filling out your personal information accurately. Include your full name, current address, phone number, and email address. Double-check the accuracy of this information to ensure proper communication between you and the URI Foundation.
4. Describe the securities: In the designated section of the form, provide detailed information about the securities you wish to donate. This may include the name of the security, its current market value, the number of shares or units, and any additional relevant information. Be precise and thorough when describing the securities to avoid any confusion or complications.
5. Choose the gift purpose: Indicate the purpose of your securities gift. It is common for donors to specify whether they want the proceeds to go towards a particular program, scholarship, or initiative supported by the URI Foundation. If you have a specific purpose in mind, clearly state it on the form.
6. Consult with legal or financial advisors: If you have any doubts or concerns about the securities gift, it is recommended to consult with your legal or financial advisors. They can provide guidance and ensure that you are making an informed decision in line with your financial goals and circumstances.

Who needs URI Foundation securities gift?

1. Individual Donors: Individuals who have securities they wish to donate and want to support the URI Foundation's mission and programs.
2. Alumni and Friends of URI: Alumni and friends of the University of Rhode Island who want to give back and make a positive impact through their securities donations.
3. Investors with Appreciated Securities: Individuals who have experienced significant growth in the value of their securities and are looking for tax-efficient ways to give back. Donating appreciated securities to the URI Foundation can provide potential tax benefits.
4. Estate Planning: People who incorporate charitable giving into their estate planning strategy can consider donating securities to the URI Foundation as a way to leave a lasting legacy and support the organization's initiatives.

Remember, always consult the URI Foundation or their website for specific instructions and guidance when filling out the securities gift form.

For pdfFiller’s FAQs

What is uri foundation securities gift?

URI Foundation Securities Gift is a program designed to allow individuals to donate securities to the University of Rhode Island.

Who is required to file uri foundation securities gift?

Any individual or entity wishing to donate securities to the University of Rhode Island through the foundation is required to file.

How to fill out uri foundation securities gift?

To fill out the URI Foundation Securities Gift form, individuals must provide information about the securities being donated, including quantity, value, and transfer details.

What is the purpose of uri foundation securities gift?

The purpose of the URI Foundation Securities Gift program is to allow donors to make charitable contributions to the University of Rhode Island using securities.

What information must be reported on uri foundation securities gift?

Information such as the type of securities, quantity, value, and transfer details must be reported on the URI Foundation Securities Gift form.

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