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1144 Fort Street Victoria, BC V8V 3K8 t 2503856708 f 2503856712 w UV.ca Charitable Business Number: 119278224RR0001 Donation Of PubliclyTraded Securities To United Way Greater Victoria Thank you for
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How to fill out gifts of securities
How to fill out gifts of securities
01
Gather all necessary information such as the name of the securities, number of shares, and their current market value.
02
Contact the organization or charity that you plan to donate the securities to and inquire about their specific process for accepting gifts of securities.
03
Complete any required forms or documentation provided by the organization, ensuring that all information is accurate and up to date.
04
Prepare the securities for transfer by either contacting your broker or following the organization's instructions for transferring the securities electronically.
05
Consider consulting with a financial advisor or tax professional to understand any potential tax implications or benefits associated with your gift of securities.
06
Submit the completed forms and transfer the securities to the organization as per their instructions.
07
Keep copies of all documentation and receipts for your records.
08
Follow up with the organization to ensure that the transfer has been completed successfully and inquire about any acknowledgement or tax receipt that you may be eligible for.
Who needs gifts of securities?
01
Individuals or organizations who are interested in supporting a cause or charity of their choice.
02
Investors who own appreciated securities and are looking for tax-efficient ways to donate to a charitable organization.
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Donors who want to make a significant impact and contribute assets other than cash.
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Organizations or charities that have established policies and procedures to accept gifts of securities.
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People who want to take advantage of potential tax benefits associated with donating appreciated securities.
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Anyone who wants to contribute to a cause they believe in by leveraging their investment holdings.
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What is gifts of securities?
Gifts of securities refer to the donation of stocks, bonds, or other marketable securities to a charitable organization or individual.
Who is required to file gifts of securities?
Individuals who donate securities worth above a certain threshold are required to file gifts of securities. This threshold amount varies based on the tax laws of the specific jurisdiction.
How to fill out gifts of securities?
To fill out gifts of securities, one must provide details of the donated securities, including the type of security, number of shares, date of donation, and fair market value at the time of donation.
What is the purpose of gifts of securities?
The purpose of gifts of securities is to enable individuals to donate appreciated assets to charitable causes while also potentially receiving tax benefits.
What information must be reported on gifts of securities?
Information that must be reported on gifts of securities includes details of the donor, recipient, type and quantity of securities donated, date of donation, and fair market value.
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