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TAX SMART GIVING THROUGH SECURITIESDonating appreciated securities to BC Women's Health Foundation is easy and a tax wise way to give. Thanks to tax law changes in 2006, Canadians who donate appreciated
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How to fill out tax-smart giving through securities

01
Step 1: Gather all the necessary information about the securities you want to donate.
02
Step 2: Determine the fair market value of the securities on the date of donation.
03
Step 3: Find a qualified charitable organization that accepts donations through securities.
04
Step 4: Contact the organization and inform them of your intention to make a tax-smart gift through securities.
05
Step 5: Initiate the transfer of the securities from your brokerage account to the organization's account.
06
Step 6: Obtain written acknowledgement from the organization for the donation, including the fair market value.
07
Step 7: Report the donation on your tax return using Form 8283 (if applicable) and any additional required documentation.

Who needs tax-smart giving through securities?

01
Individuals who have appreciated securities and want to donate them to a charitable cause.
02
Taxpayers who are looking to minimize capital gains tax on their investments.
03
Anyone who wants to make a meaningful contribution to a charitable organization while also receiving potential tax benefits.
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Tax-smart giving through securities is the practice of donating appreciated securities to charity in order to maximize tax benefits.
Individuals or organizations who have donated appreciated securities to charity are required to file tax-smart giving through securities.
Tax-smart giving through securities can be filled out by providing information about the donated securities, their value, and details of the charity.
The purpose of tax-smart giving through securities is to allow individuals or organizations to support charities while maximizing tax benefits by donating appreciated securities.
Information such as the type of securities donated, their value at the time of donation, and details of the charity receiving the donation must be reported on tax-smart giving through securities.
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