Get the free Gift of Publicly Traded Securities Form Letter of Direction
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Gift of Publicly Traded Securities to William Osier Health System Foundation Charitable Business Number 12996 5133 RR0001 (For Canadian listed securities only)This Letter of Direction is to be completed
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How to fill out gift of publicly traded
How to fill out gift of publicly traded
01
Obtain the necessary forms from the organization or financial institution you are transferring the securities to.
02
Fill out the donor information section, including your name, address, and contact information.
03
Specify the type and amount of securities you are gifting.
04
Provide detailed information about the securities, such as the name of the stock, number of shares, and stock symbol.
05
Sign and date the form, and submit it to the organization or financial institution.
Who needs gift of publicly traded?
01
Individuals or organizations looking to make a charitable donation using publicly traded securities.
02
Investors who want to avoid paying capital gains tax on appreciated stocks by donating them to a charity.
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