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Gift of Securities Letter of Authorization from Donor Thank you for considering a gift of securities to MS Society of Canada. Making a gift of publicly listed securities is a simple, easy process
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How to fill out gift of securities
How to fill out gift of securities
01
To fill out a gift of securities, follow these steps:
02
Determine the type and value of the securities you wish to gift.
03
Contact the organization or institution you would like to donate the securities to, and inquire about their process for accepting gifts of securities.
04
Obtain the necessary forms or documents required by the organization.
05
Fill out the forms accurately and completely, providing all requested information such as your personal details, the type and quantity of securities being gifted, and any specific instructions.
06
Ensure you have all necessary supporting documentation, which may include a recent statement or certificate evidencing ownership of the securities.
07
If required, have the forms notarized or witnessed by a qualified individual.
08
Submit the completed forms and supporting documentation to the organization or institution as per their instructions.
09
After submitting the documents, follow up with the organization to confirm receipt and ensure the gift of securities is properly executed.
10
Keep a copy of the forms and supporting documents for your records, and consult with a financial advisor or tax professional for guidance on any potential tax implications.
Who needs gift of securities?
01
Gifts of securities are often utilized by individuals or organizations who:
02
- Wish to support charitable causes or nonprofits.
03
- Are looking for tax advantages associated with making charitable donations.
04
- Want to diversify their investment holdings.
05
- Have appreciated securities and would like to avoid capital gains tax upon the sale of those securities.
06
- Seek to leave a lasting legacy through philanthropy.
07
By gifting securities, individuals can make a meaningful impact while potentially benefiting from tax incentives and other advantages.
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What is gift of securities?
A gift of securities refers to the donation of stocks, bonds, or other investments to a charitable organization.
Who is required to file gift of securities?
Individuals and organizations who make a gift of securities above a certain value are required to file gift of securities.
How to fill out gift of securities?
To fill out a gift of securities, you need to provide information about the securities being donated, their value, and the recipient organization.
What is the purpose of gift of securities?
The purpose of gift of securities is to support charitable organizations and receive tax benefits for the donation.
What information must be reported on gift of securities?
Information such as the type of securities donated, their value, the date of donation, and the recipient organization must be reported on gift of securities.
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