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GIFTS OF SECURITIES to APPLEBY COLLEGE Prior to initiating your gift transfer, please complete this form and return a copy by fax to Appleby College at 905 8450617. Unexpected or unidentifiable transfers
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How to fill out gifts of securities to:

01
Research and select a qualified charitable organization to which you want to donate the securities.
02
Contact the chosen organization to inquire about their process for accepting gifts of securities. They may have specific forms or requirements that need to be followed.
03
Obtain the necessary information from the charity, such as their legal name, contact information, and tax identification number.
04
Contact your financial advisor or broker to initiate the transfer of the securities to the charity. They will require the details provided by the charity.
05
Complete any paperwork required by your financial institution to authorize the transfer.
06
Inform the charity about the upcoming transfer and provide them with any additional details or instructions they may need.
07
Ensure that you receive a confirmation from both your financial institution and the charity once the transfer is complete.
08
Keep records of the donation for tax purposes and consult with a tax professional to understand any potential tax benefits or implications.

Who needs gifts of securities to?

01
Individuals or organizations who wish to support a charitable cause or organization.
02
Donors who own appreciated securities and want to receive potential tax benefits by donating them directly to a qualified charity.
03
Investors who want to simplify their portfolio or divest from certain securities while making a meaningful contribution to a cause they care about.
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Gifts of securities refer to the transfer of stocks, bonds, or other investments as a donation.
Individuals or organizations who receive gifts of securities are required to file the necessary paperwork.
Fill out the appropriate forms provided by the IRS or your financial institution, including details of the securities being gifted.
The purpose of gifts of securities is to donate investments to charitable organizations or individuals.
Information such as the value of the securities, date of transfer, and recipient organization must be reported.
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