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Please e?mail, fax or mail this completed form to : ... 1?888?352?7222 K1N 6N5 Account name: ... version 13/07/2016. Title: Gift of securities form×en ...
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How to fill out gift of securities form
How to fill out gift of securities form:
01
Obtain the gift of securities form from the organization or institution to which you plan to donate.
02
Fill in your personal information, including your name, address, and contact details.
03
Provide the details of the securities you wish to donate, such as the name of the security, the number of shares, and the current value.
04
Indicate whether you would like the donation to be anonymous or if you would like to be recognized publicly for your contribution.
05
If you're donating securities held in a brokerage account, you may need to provide additional information such as the brokerage's name and account number.
06
If you wish to designate any specific purpose for your donation, such as funding a particular program or initiative, make sure to include that information.
07
If you're donating securities that were held for less than one year, indicate the date of acquisition and the cost basis.
08
Sign and date the form, adhering to any additional instructions or requirements stated on the form.
09
Keep a copy of the completed form for your records.
Who needs gift of securities form:
01
Individuals or organizations who want to donate securities as a charitable contribution.
02
Donors who wish to benefit a specific organization or cause through their securities donation.
03
Individuals or organizations who want to take advantage of tax benefits associated with donating securities instead of cash.
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What is gift of securities form?
The gift of securities form is a document used to report the donation of securities, such as stocks or bonds, to a charity.
Who is required to file gift of securities form?
Individuals or entities who donate securities to a charity are required to file the gift of securities form.
How to fill out gift of securities form?
To fill out the gift of securities form, donors must provide information about the securities being donated, the charity receiving the donation, and the date of the donation.
What is the purpose of gift of securities form?
The purpose of the gift of securities form is to report and track donations of securities for tax and record-keeping purposes.
What information must be reported on gift of securities form?
Information such as the name and address of the donor, a description of the securities being donated, the fair market value of the securities, and the date of the donation must be reported on the gift of securities form.
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