Get the free gift of mutual funds - Kelowna General Hospital Foundation
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GIFT OF MUTUAL FUNDS
Donor Name(s):
Address:
City:Postal Code:Home Phone:Work Phone:Email:
I/We would like to make a gift of mutual funds to the Kelowna General Hospital Foundation
Receiving Institution:
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How to fill out gift of mutual funds
How to fill out gift of mutual funds
01
To fill out a gift of mutual funds, follow these steps:
02
Obtain the necessary forms: Contact the mutual fund company or visit their website to obtain the gift transfer forms.
03
Obtain the recipient's information: Gather the recipient’s full name, address, and social security number or tax identification number.
04
Fill out the gift transfer form: Complete the required sections of the form, providing your own information as well as the recipient’s information.
05
Choose the mutual fund shares: Indicate the number or value of the mutual fund shares you wish to gift.
06
Provide any additional instructions: If you have any specific instructions or requests regarding the gift transfer, include them on the form.
07
Review and sign the form: Ensure that all the information provided is accurate and sign the form.
08
Submit the form: Send the completed gift transfer form to the mutual fund company as per their instructions.
09
Notify the recipient: Inform the recipient about the gift and provide them with any necessary documentation or instructions they may need.
Who needs gift of mutual funds?
01
Gifts of mutual funds can be beneficial for various individuals, including:
02
- Family members: You may choose to gift mutual funds to your spouse, children, grandchildren, or other relatives as a way to provide financial support or help them start investing.
03
- Charitable organizations: Mutual funds can be donated to charitable organizations as a way to support a cause or provide assistance.
04
- Business partners: If you have business partners or colleagues, gifting mutual funds can be a way to express appreciation or contribute to their financial goals.
05
- Employees: Employers may offer mutual fund gifts as incentives or rewards for their employees.
06
- Estate planning: Mutual funds can be used as part of estate planning strategies to pass on wealth to future generations or minimize tax liabilities.
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