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GIFT OF SECURITIES A tax smart way to donate to United Way Toronto & York Region** THE PROCESS IS SIMPLE 1. Complete the Notification of Securities Transfer (on reverse) and send it to United Way

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What is gift of securities?

Gift of securities refer to the donation of stocks, bonds, or other investment assets to a charitable organization or individual.

Who is required to file gift of securities?

Individuals or organizations making a gift of securities are typically required to file the necessary paperwork with the appropriate authorities.

How to fill out gift of securities?

To fill out a gift of securities, individuals or organizations must provide details about the securities being donated, the recipient, and the value of the gift.

What is the purpose of gift of securities?

The purpose of gift of securities is to provide financial support to charitable organizations or individuals in need.

What information must be reported on gift of securities?

Information such as the type of securities donated, their value at the time of donation, and the recipient must be reported on gift of securities.

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