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Your Gift of Securities SIMPLE PROCESS 1. Complete the Notification of Securities Transfer and send it by email to the Center for ADHD Awareness, Canada to Juanita Beau dry: juanita.beaudry@caddac.ca
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How to fill out your gift of securities

01
Obtain the necessary forms from your broker or financial institution to transfer the securities as a gift.
02
Fill out the transfer forms with your personal information and the details of the securities being gifted.
03
Provide the forms to your broker or financial institution to initiate the transfer process.
04
Notify the charity or organization receiving the gift of securities of the pending transfer and provide any additional information they may require.
05
Follow up with your broker or financial institution to ensure the transfer is completed successfully.

Who needs your gift of securities?

01
Charitable organizations and non-profit entities may benefit from receiving gifts of securities as donations to support their programs and initiatives.
02
Individuals looking to support a cause or organization they care about may also choose to gift securities as a way to make a charitable contribution.
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Our gift of securities is a donation of stocks, bonds, or other investment assets.
Anyone who has made a gift of securities worth more than $500 in a calendar year is required to file.
You can fill out your gift of securities by providing detailed information about the securities donated, including their value and date of transfer.
The purpose of a gift of securities is to support a charitable organization or cause.
You must report the type and value of securities donated, as well as the name and contact information of the recipient organization.
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