Get the free Gift of Securities Form - Children's Health Foundation of Vancouver ...

Gift of Securities Footsteps for Transferring Securities Please contact Tanja Bullock at 2505196990 or Tanja. Bullock@via.ca, or have your broker do so, prior to initiating the transfer of securities

How to fill out gift of securities form

How to fill out gift of securities form

1. Obtain a copy of the gift of securities form from the organization or institution where you intend to make the donation.
2. Fill out your personal information, including your name, address, and contact details, in the designated fields on the form.
3. Provide details about the securities you wish to donate, such as the type of security (e.g., stocks, bonds), the number of shares, and their current market value.
4. Indicate whether the donation is an outright gift or a planned gift, such as a bequest in a will or a charitable remainder trust.
5. If applicable, specify any restrictions or conditions you want to place on the use of the gifted securities.
6. Sign and date the form, acknowledging that the information provided is accurate and that you understand the terms and conditions of the gift.
7. Submit the completed form to the organization along with any supporting documents requested, such as stock certificates or transfer instructions from your brokerage account.
8. Keep a copy of the completed form for your records.
9. Consult with a tax advisor or financial planner to understand the potential tax implications of your gift of securities.

Who needs gift of securities form?

1. Individuals or organizations who want to make a charitable donation in the form of securities may need to fill out a gift of securities form. This form is typically required by the receiving organization to properly process and acknowledge the donation. It may be needed by individuals, corporations, or other entities who wish to donate publicly traded stocks, bonds, or other securities to a charitable cause.

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What is gift of securities form?

The gift of securities form is a document that allows individuals to donate stocks, bonds, or other securities to a charitable organization.

Who is required to file gift of securities form?

Individuals who are making a charitable donation of securities are required to file the gift of securities form.

How to fill out gift of securities form?

The gift of securities form typically requires information such as the donor's name, contact information, the type and amount of securities being donated, and the intended charitable recipient.

What is the purpose of gift of securities form?

The purpose of the gift of securities form is to establish the details of a donation of securities, ensuring that both the donor and the charitable organization have a record of the transaction.

What information must be reported on gift of securities form?

The gift of securities form must report details of the securities being donated, including the type, quantity, and value of the securities.