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GIFT OF SECURITIES FORM Date Name of Donor Address CityProvPhoneEmailCodeName of Donors Broker / Securities Transfer AgentAddress of Donors Broker / Securities Transfer AgentBrokers Contact Name &
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Obtain the necessary information about the donor's broker.
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Write the full name of the donor's broker in the designated space on the form.
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Double-check the spelling and accuracy of the broker's name before submitting the form.

Who needs name of donors broker?

01
Individuals or organizations involved in financial transactions with the donor may need the name of the donor's broker for record-keeping and communication purposes.
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The name of the donors broker refers to the individual or institution that facilitates the donation of securities to a charity or nonprofit organization.
The charity or nonprofit organization receiving the donated securities is required to file the name of donors broker.
The name of donors broker can be filled out by providing the name of the individual or institution that facilitated the donation of securities.
The purpose of the name of donors broker is to keep track of the intermediary involved in the donation of securities for record-keeping and transparency.
The information that must be reported on the name of donors broker includes the full name of the broker or institution, contact information, and any relevant details of the donation transaction.
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