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GIFTS OF SECURITIES FORM Thank you for making a Gift of Securities to Lake Ridge Health Foundation. Please complete this form and fax a copy to your Broker to initiate the transfer. Copies should
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How to fill out gifts of securities form

01
Obtain the gifts of securities form from the designated source, such as the organization or financial institution accepting the gift.
02
Fill in your personal information, including your name, address, and contact details.
03
Specify the type of securities you are donating, such as stocks, bonds, or mutual funds.
04
Provide the details of the securities, including the quantity, ticker symbol, and any other relevant information.
05
Indicate the intended purpose or designation for the donation, if applicable.
06
If you wish to transfer the securities directly, provide the necessary account information or instructions for the transfer.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form, and retain a copy for your records.
09
Submit the gifts of securities form as instructed by the organization or financial institution.

Who needs gifts of securities form?

01
Individuals or organizations who wish to donate securities as a charitable gift may need to fill out gifts of securities form.
02
This form is typically required by the organizations or financial institutions accepting the securities donation to properly process and acknowledge the gift.
03
It ensures that the necessary information for the donation is provided and helps facilitate the transfer of the securities.
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The gifts of securities form is a document used to report the donation of securities to the IRS for tax purposes.
Individuals or organizations who have donated securities with a value over a certain threshold are required to file the gifts of securities form.
To fill out the gifts of securities form, one must provide information about the donated securities, including their value and date of donation.
The purpose of the gifts of securities form is to report donations of securities accurately to the IRS for tax purposes.
The gifts of securities form must include details about the donated securities, such as their value, date of acquisition, and date of donation.
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