Get the free Donated Securities Transfer Form v2 (00083765).DOC

DONATED SECURITIES TRANSFER FORMINSTRUCTIONS: 1. Please complete this form and return it to the Los Altos Community Foundation (LACK) by one of the following methods: 1) scanned copy sent to LACK

How to fill out donated securities transfer form

How to fill out donated securities transfer form

1. Begin by obtaining a copy of the donated securities transfer form from the organization or institution that is accepting the donation.
2. Fill out your personal information in the designated fields, including your full name, address, and contact details.
3. Provide details about the securities being donated, such as the type of security (stocks, bonds, mutual funds), the number of shares or units, and their current market value.
4. Indicate whether you want the proceeds from the donation to be directed towards a specific purpose or fund within the organization, if applicable.
5. If you hold the securities with a brokerage firm or financial institution, include their information on the form as well.
6. Sign and date the form to certify the accuracy of the provided information.
7. Submit the completed donated securities transfer form to the organization or institution as per their instructions.

Who needs donated securities transfer form?

1. Anyone who wishes to donate securities instead of cash or other assets can make use of the donated securities transfer form. This form is generally required by charitable organizations or institutions that accept these types of donations.

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What is donated securities transfer form?

The donated securities transfer form is a legal document used to transfer ownership of securities from a donor to a charity or other eligible organization for charitable purposes.

Who is required to file donated securities transfer form?

Donors who wish to transfer securities to a charitable organization are required to file this form to document the transfer for both tax and record-keeping purposes.

How to fill out donated securities transfer form?

To fill out the donated securities transfer form, donors must provide details such as their name, the name of the recipient organization, the type and value of the securities being transferred, and any relevant signatures required for the transaction.

What is the purpose of donated securities transfer form?

The purpose of the donated securities transfer form is to facilitate the legal transfer of ownership of securities from the donor to the recipient organization and to establish the value of the donation for tax deduction purposes.

What information must be reported on donated securities transfer form?

The form must report the donor's name and contact information, the name and details of the recipient organization, the description and value of the securities, and the date of the donation.