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GIFTS OF SECURITIES TRANSFER I, authorize the delivery free of charge, the following securities to Scotia trust for credit to account # 7805888711, in the name of the Anglican Synod of the Diocese
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01
Gather the necessary information such as the donor's name, contact information, and social security number.
02
Determine the value of the securities being transferred. This can be done by reviewing the current market value or obtaining a professional appraisal.
03
Inform the recipient organization or institution about your intention to make a gift of securities transfer. They will provide you with the necessary instructions and forms.
04
Complete the necessary forms provided by the recipient organization. This may include a stock power form and a letter of intent.
05
Contact your broker or financial institution to initiate the transfer of securities. Provide them with the recipient organization's account information and any specific instructions they may have provided.
06
Follow up with the recipient organization to ensure the transfer has been completed successfully.
07
Keep records of the transfer for your own reference and for tax purposes.

Who needs gifts of securities transfer?

01
Individuals or organizations who wish to make a charitable contribution through the transfer of securities.
02
Non-profit organizations and institutions that rely on donations for funding.
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Gifts of securities transfer refers to the process of transferring ownership of stocks, bonds, or other securities as a gift to another individual or organization.
Both the donor (person giving the gift) and the recipient (person receiving the gift) are required to file gifts of securities transfer.
Gifts of securities transfer can be filled out by providing information such as the name and address of the donor and recipient, the details of the securities being transferred, and the date of the transfer.
The purpose of gifts of securities transfer is to document the transfer of ownership of securities as a gift, for tax and legal purposes.
Information that must be reported on gifts of securities transfer includes the value of the securities, the date of the transfer, and any relevant personal information of the donor and recipient.
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