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FORM 22143 (06/2016)RBC Direct Investing Inc.
Donation of Securities to a Charitable Organization
FAX/SCAN COPY ACCEPTABLE RBC Direct Investing account number:
Account holders name
I, would like to
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How to fill out donation of securities to
How to fill out donation of securities to
01
Contact your financial advisor or broker to discuss your intention of donating securities.
02
Provide the necessary information to your financial advisor or broker, such as the name of the charity or recipient organization, the number of shares or securities you want to donate, and any specific instructions or restrictions.
03
Request the necessary forms or documentation from your financial advisor or broker to initiate the donation process.
04
Fill out the forms accurately and provide all the required information, including your personal details, the details of the securities being donated, and any additional information requested.
05
Review the completed forms and ensure all information is correct and complete before submitting them.
06
Submit the filled-out forms to your financial advisor or broker, following their designated instructions or submission process.
07
Confirm with your financial advisor or broker that the donation has been successfully processed and transferred to the intended recipient.
Who needs donation of securities to?
01
Various organizations and charities may benefit from donations of securities, including:
02
- Non-profit organizations
03
- Educational institutions
04
- Religious organizations
05
- Hospitals and healthcare organizations
06
- Environmental conservation groups
07
- Arts and cultural organizations
08
Donations of securities provide these organizations with financial support to further their missions and programs.
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