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GIFT OF SECURITIES FORM FOR CHEN DORIS SHELTER FOUNDATION Please note that CHEN DORIS CANNOT INITIATE a transfer of shares. You will need to make the request through your broker. In order for Chen
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To fill out a gift of securities intention, follow these steps:
02
Download the gift of securities intention form from the official website.
03
Fill out the donor's personal information, including name, address, and contact details.
04
Provide details about the securities being gifted, such as the type, quantity, and current market value.
05
Specify the intended use of the gift and any restrictions or conditions attached.
06
If applicable, provide instructions for the transfer of securities to the recipient organization.
07
Sign and date the form, and make a copy for your records.
08
Submit the completed form to the designated recipient organization.

Who needs gift of securities intention?

01
The gift of securities intention is needed by individuals or organizations who wish to donate securities as a form of charitable giving.
02
This includes individuals who hold stocks, bonds, or other securities and want to support a charitable cause by gifting these assets.
03
It is also needed by non-profit organizations, foundations, and charitable institutions that accept and process donations of securities.
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Gift of securities intention is a formal declaration of an individual or entity's intention to gift securities to another party.
Any individual or entity that intends to gift securities to another party is required to file gift of securities intention.
Gift of securities intention can be filled out by providing the necessary information about the securities being gifted, the recipient of the gift, and any other relevant details.
The purpose of gift of securities intention is to properly document and formalize the transfer of securities from one party to another.
The information reported on gift of securities intention typically includes details about the securities being gifted, the value of the securities, and the recipient of the gift.
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