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Gifts of Securities The Benefits are Clear A tax smart way to donate to United Way of the Alberta Capital Region. Donating Securities to United Way is fast, easy and beneficial for both you and your

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How to fill out gift of securities

01

Complete a securities transfer form or letter of intent provided by the charity or organization receiving the gift.

02

Provide details of the securities being gifted, including the name of the stock, number of shares, and any other relevant information.

03

Include instructions on how the securities should be transferred, such as through electronic transfer or physical delivery of stock certificates.

04

Sign the transfer form or letter of intent and submit it to the charity or organization along with any required supporting documentation.

05

Follow up with the charity to ensure that the gift of securities has been successfully received and processed.

Who needs gift of securities?

01

Individuals who want to support a charity or organization with a donation of securities.

02

Investors who are looking to reduce capital gains taxes by donating appreciated securities rather than selling them.

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What is gift of securities?

A gift of securities refers to the transfer of stocks, bonds, or other investments to another person or organization.

Who is required to file gift of securities?

Anyone who transfers securities as a gift is required to file a gift of securities form.

How to fill out gift of securities?

To fill out a gift of securities form, you will need to provide information about the securities being transferred, the recipient, and the purpose of the gift.

What is the purpose of gift of securities?

The purpose of a gift of securities is to transfer ownership of investments to another party without selling them.

What information must be reported on gift of securities?

The information that must be reported on a gift of securities form includes details about the securities being transferred, the recipient, and the fair market value of the gift.

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