Get the free gifts of marketable securities/shares to st. thomas university

GIFTS OF MARKETABLE SECURITIES/SHARES TO ST. THOMAS UNIVERSITY Donor procedure to initiate gifts of marketable securities/shares: St. Thomas University is grateful to accept donations of marketable

How to fill out gifts of marketable securitiesshares

How to fill out gifts of marketable securitiesshares

1. Gather all relevant information about the marketable securities or shares you wish to gift.
2. Contact the financial institution or broker where the securities are held and inform them of your intention to gift the securities.
3. Obtain the necessary forms or instructions from the financial institution or broker on how to transfer ownership of the securities.
4. Fill out the forms accurately, providing details such as your name, the recipient's name, the type and amount of securities being gifted, and any special instructions.
5. Review the completed forms for accuracy and sign them as required.
6. Submit the forms to the financial institution or broker for processing.
7. Follow up with the institution or broker to ensure that the transfer of ownership has been completed successfully.

Who needs gifts of marketable securitiesshares?

1. Individuals who wish to make a charitable donation using marketable securities or shares.
2. Investors looking to gift securities to family members or friends as a financial gift.
3. Companies or organizations looking to issue shares as part of an employee compensation package or incentive program.

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