Get the free UWLG Gift of Securities Form - 2019

To provide United Way Leeds & Grenville Fund with shares, please follow the instructions below 1. Contact your financial advisor or broker and provide them with the following so that they may initiate

How to fill out uwlg gift of securities

How to fill out uwlg gift of securities

1. To fill out UWLG gift of securities form, follow these steps:
2. Download the UWLG gift of securities form from their official website.
3. Fill in the donor information section, including your name, address, and contact details.
4. Provide details about the securities you wish to donate, such as the type of securities (stocks, bonds, mutual funds), the number of shares, and the issuing company.
5. Specify how you want your donation to be used by UWLG, whether for a specific program or the general fund.
6. Consider including any special instructions or conditions for your donation, if applicable.
7. Sign and date the form.
8. Deliver the completed form to UWLG either in person or by mail.
9. If mailing the form, ensure you have all the necessary documents and postage.
10. Keep a copy of the completed form and any accompanying documents for your records.
11. Wait for confirmation from UWLG regarding the acceptance of your gift of securities.

Who needs uwlg gift of securities?

1. UWLG gift of securities is suitable for individuals or organizations who:
2. - Want to support UWLG's mission and programs through non-cash donations.
3. - Own stocks, bonds, or mutual funds that have appreciated in value and want to make a tax-efficient charitable contribution.
4. - Prefer to donate securities rather than cash to maximize their impact.
5. - Wish to receive potential tax benefits associated with donating appreciated securities.
6. - Seek to contribute to UWLG's general fund or specific programs of their choice.
7. - Desire to leave a lasting philanthropic legacy through a meaningful donation.
8. - Want to support UWLG in creating positive social change and improving the lives of individuals and communities.

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What is uwlg gift of securities?

The UWLG gift of securities refers to donations of stocks or other securities made to the United Way of Greater Los Angeles (UWLG), allowing donors to contribute to charitable causes while potentially receiving tax benefits.

Who is required to file uwlg gift of securities?

Individuals or organizations that make a gift of securities to the United Way of Greater Los Angeles are required to file the UWLG gift of securities documentation.

How to fill out uwlg gift of securities?

To fill out the UWLG gift of securities, donors should complete the gift form provided by UWLG, including details about the securities, donor information, and the intended use of the donation.

What is the purpose of uwlg gift of securities?

The purpose of the UWLG gift of securities is to facilitate charitable contributions in the form of stocks or bonds, allowing donors to support community initiatives and projects while optimizing their tax situation.

What information must be reported on uwlg gift of securities?

The UWLG gift of securities must report the donor's name, contact information, the description and number of shares of the securities donated, the date of the gift, and the estimated fair market value.