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GIFT OF SHARES TO ST. PAUL FOUNDATION In order to make your gift, please complete this form with your broker. Your broker needs to email or fax this form to the Foundation at: Attn: Monica Tong Email:

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How to fill out 1 gift of shares

01

Obtain the gift of shares form or template from the relevant authority or institution.

02

Fill out the personal information sections, including your name, address, and contact details.

03

Specify the shares you intend to gift, providing the number of shares, share certificate details, and any relevant identification numbers.

04

Include a statement declaring your intention to gift the shares and your relationship with the recipient, if applicable.

05

Sign and date the form, ensuring your signature matches the one on record with the company or institution.

06

Submit the completed form to the appropriate authority or follow any additional instructions provided.

Who needs 1 gift of shares?

01

Individuals or entities who wish to transfer or gift ownership of shares to someone else may need to fill out a gift of shares form. This is typically required when transferring shares as a gift to family members, friends, or business partners. It ensures that the transfer is properly recorded and that the recipient becomes the legal owner of the shares.

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What is 1 gift of shares?

1 gift of shares is the transfer of ownership of shares from one party to another as a gift.

Who is required to file 1 gift of shares?

The individual or entity receiving the gifted shares is required to file 1 gift of shares.

How to fill out 1 gift of shares?

To fill out 1 gift of shares, the recipient must provide information about the donor, the shares being gifted, and any relevant dates.

What is the purpose of 1 gift of shares?

The purpose of 1 gift of shares is to report the transfer of ownership of shares as a gift for tax or regulatory purposes.

What information must be reported on 1 gift of shares?

The information that must be reported on 1 gift of shares includes details about the donor, the gifted shares, and any applicable dates.

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