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Gifts of Securities Form
(The Donor) wishes to make a gift of the following securities to Scarborough Health
Network Foundation (SHN Foundation):
Number of Shares
Class
Description
Designation
The
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How to fill out gifts of securities acceptance

How to fill out gifts of securities acceptance
01
Obtain a copy of the gifts of securities acceptance form from the relevant organization or institution.
02
Read the instructions provided on the form carefully.
03
Fill in your personal details such as your name, address, and contact information.
04
Provide information about the securities being donated, including the name of the security, number of shares, and the market value at the time of donation.
05
Indicate whether you would like a tax receipt for the donation.
06
Sign and date the form.
07
Attach any additional required documentation, such as stock certificates or transfer forms.
08
Submit the completed form and supporting documents to the designated address or individual as specified on the form.
Who needs gifts of securities acceptance?
01
Individuals or organizations who wish to make donations of securities.
02
Financial institutions or investment firms that handle securities donations.
03
Charitable organizations or non-profit institutions that accept gifts of securities.
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What is gifts of securities acceptance?
Gifts of securities acceptance refer to the process of accepting donations in the form of securities, such as stocks, bonds, or mutual funds.
Who is required to file gifts of securities acceptance?
Nonprofit organizations, charities, and other entities that accept gifts of securities are required to file gifts of securities acceptance.
How to fill out gifts of securities acceptance?
To fill out gifts of securities acceptance, organizations must include information about the donor, the securities being donated, and the valuation of the securities.
What is the purpose of gifts of securities acceptance?
The purpose of gifts of securities acceptance is to acknowledge and record donations of securities in a transparent and consistent manner.
What information must be reported on gifts of securities acceptance?
Information that must be reported on gifts of securities acceptance includes the donor's name, the type of securities donated, the date of donation, and the valuation of the securities.
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