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GIFTS OF SECURITIES FORM TO BE SENT/FAXED TO THE BELOW THREE CONTACTS 1) Donors Broker: Facsimile: Contact: Telephone: 2) RBC Dominion Securities Rep: J66 Gary Your sold No.: 4362163919 QUID: DOMAFacsimile:
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How to fill out online gifts of securities

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How to fill out online gifts of securities

01
Step 1: Start by visiting the website of the organization or financial institution to whom you want to donate your securities.
02
Step 2: Look for a section or page specifically dedicated to online gifts of securities.
03
Step 3: Fill out the required personal information, such as your name, address, and contact details.
04
Step 4: Provide details about the securities you wish to donate, including the type of security, number of shares, and current value.
05
Step 5: Depending on the platform, you may need to specify the purpose or program you want your donation to be allocated to.
06
Step 6: Review the information provided and ensure its accuracy before submitting the form.
07
Step 7: If necessary, create an account or log in to your existing account to complete the donation process.
08
Step 8: Follow any additional instructions provided by the organization to finalize the transfer of securities.
09
Step 9: After completing the online form and transfer process, you may receive a confirmation email or receipt for your donation.
10
Step 10: Keep a copy of the confirmation email or receipt for your records and for tax purposes, if applicable.

Who needs online gifts of securities?

01
Individuals who have securities, such as stocks, bonds, or mutual funds, that they wish to donate to a charitable organization.
02
Financial institutions or organizations that offer online donation platforms may require individuals to donate securities online.
03
Non-profit organizations or charitable institutions that accept donations in the form of securities may encourage individuals to use their online platform for convenience and ease of processing.
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Online gifts of securities refer to the process of transferring securities electronically as a gift to another individual or organization.
Individuals or organizations who have made online gifts of securities are required to file the necessary forms with the appropriate financial institutions.
Online gifts of securities can be filled out by completing the required forms provided by the financial institution or online platform used for the transfer.
The purpose of online gifts of securities is to provide a convenient and efficient way to transfer ownership of securities as gifts.
The information that must be reported on online gifts of securities includes details of the securities being transferred, the recipient's information, and any relevant tax information.
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