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Get the free Gift of Securities Form For the CBWC Foundation - cbwcfoundation

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Gift of Securities Form For the CBC Foundation (formerly the Baptist Union Development Foundation) Date: To: Ray Chan, Treasurer CBC Foundation #1150, 550 11 Avenue S.W. Calgary, AB T2R 1M7 Attention:
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How to fill out gift of securities form

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How to fill out gift of securities form:

01
Obtain the gift of securities form from the organization or institution you wish to make the donation to.
02
Fill in your personal information, including your name, address, phone number, and email.
03
Provide the details of the securities you wish to donate, such as the type of security (stocks, bonds, mutual funds), the number of shares, and the ticker symbol if applicable.
04
Indicate whether you want the securities to be sold upon receipt or held by the organization.
05
If you choose to have the securities sold, provide instructions on how the proceeds should be used (e.g., general donation, specific program, endowment).
06
Sign and date the form.
07
Send the completed form to the organization along with any required supporting documents.

Who needs gift of securities form:

01
Individuals or organizations who want to donate or gift securities to a non-profit organization or institution.
02
Donors who want to receive tax benefits from their charitable contributions.
03
Trusts or estates looking to distribute securities as part of their charitable giving.
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The gift of securities form is a document used to transfer ownership of securities as a gift.
Anyone transferring ownership of securities as a gift is required to file the gift of securities form.
The gift of securities form must be completed with information about the securities being gifted, the donor and recipient, and any other relevant details.
The purpose of the gift of securities form is to officially transfer ownership of securities as a gift and to report the gift for tax purposes.
The gift of securities form must include details about the securities being gifted, the value of the gift, the donor and recipient information, and any other required information.
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