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GIFT OF PUBLICLY TRADED SECURITIES To make your gift, please complete this form with your broker. Then, kindly have your broker email or fax this form to both PI Financial and Port Coquitlam Community
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To fill out the donation-securities-form-2018--2, follow these steps:
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Download the donation-securities-form-2018--2 from the official website or obtain a physical copy.
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Read the instructions on the form carefully to understand the requirements and guidelines.
04
Provide your personal information accurately in the designated fields, such as name, address, and contact details.
05
Fill in the details of the donated securities, including the type, quantity, and value.
06
Attach any supporting documents, such as statements or certificates, that validate the donation.
07
Sign and date the form to certify the accuracy and completeness of the information provided.
08
Submit the filled-out form along with any required documents to the appropriate authority or organization.
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Keep a copy of the form and supporting documents for your records.

Who needs donation-securities-form-2018--2?

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Donation-securities-form-2018--2 is needed by individuals or organizations who wish to claim tax deductions for their donations of securities.
02
The form allows them to provide the necessary information and documentation to validate their donation and claim the appropriate tax benefits.
03
It is specifically applicable to those who have made donations of securities in the year 2018 and need to report and claim the deductions accordingly.
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The donation-securities-form--2 is a specific form used to report the donation of securities to charitable organizations for tax purposes.
Individuals or entities that donate securities to qualified charitable organizations are required to file the donation-securities-form--2.
To fill out the donation-securities-form--2, taxpayers need to provide their personal information, details about the securities donated, the recipient charity, and any relevant tax identification numbers.
The purpose of the donation-securities-form--2 is to provide necessary documentation to the IRS regarding the donation of securities, which can impact tax deductions and charitable giving records.
The form must report the donor's information, description of the securities, fair market value at the time of donation, date of the donation, and information about the charitable organization.
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