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Gift of Securities Notification Foundation(Donor, please complete & provide to your broker) University of California, Irvine Please Email a copy to Christie Israel at Israel UCI.edu prior to initiating

How to fill out donation of securities form

How to fill out donation of securities form

1. Obtain the donation of securities form from the organization or institution that you wish to donate securities to.
2. Fill out the personal information section of the form, including your name, address, and contact information.
3. Provide details about the securities you are donating, such as the type of securities (stocks, bonds, etc.) and the number of shares.
4. If applicable, indicate whether you want the donation to be anonymous or if you have any specific instructions for the organization regarding the use of the securities.
5. Attach any required supporting documents, such as stock certificates or bond certificates, if necessary.
6. Review the form to ensure all information is accurate and complete.
7. Sign and date the donation of securities form.
8. Submit the form to the organization or institution according to their specified instructions, either by mail or electronically.
9. Keep a copy of the completed form and any supporting documents for your records.

Who needs donation of securities form?

1. Anyone who wishes to make a donation using securities can use the donation of securities form.
2. This form is typically needed by individuals or organizations that accept donations of securities, such as charities, non-profits, educational institutions, and religious institutions.
3. Donors who want to receive tax benefits for their donation may also need to fill out this form, as it provides a record of the donation made.

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What is donation of securities form?

The donation of securities form is a document used to record the transfer of securities (stocks, bonds, mutual funds) from an individual or organization to a charity or non-profit organization.

Who is required to file donation of securities form?

Individuals or organizations who are transferring securities to a charity or non-profit organization are required to file the donation of securities form.

How to fill out donation of securities form?

To fill out the donation of securities form, one must provide information about the securities being donated, the donor, the recipient charity, and the details of the transfer.

What is the purpose of donation of securities form?

The purpose of the donation of securities form is to document and record the transfer of securities from a donor to a charity or non-profit organization for tax and regulatory purposes.

What information must be reported on donation of securities form?

The donation of securities form must include information about the securities being donated, the donor's name and contact information, the recipient charity's details, and the details of the transfer.