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GIFTS OF SECURITIES TO FAMILY SERVICES OF THE NORTH SHORE ** Upon completion of this form (including donor signature), the broker is asked to email it to Rowena de la Tore, Director of Finance, Family
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How to fill out gifts of securities to

01
Contact the charity or organization you wish to donate securities to and inform them of your intention to make a gift of securities.
02
Obtain the necessary forms or instructions from the charity for transferring the securities.
03
Contact your broker or financial institution to initiate the transfer of securities to the charity's account.
04
Provide the charity with any additional information or documentation they require for processing the gift.
05
Follow up with the charity to ensure that the transfer has been completed successfully and that you receive acknowledgment of your gift.

Who needs gifts of securities to?

01
Individuals or organizations looking to support a charitable cause by donating securities instead of cash.
02
Investors who have appreciated securities and want to maximize the tax benefits of their charitable giving.
03
Charities or non-profit organizations that accept gifts of securities to support their programs and initiatives.
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Gifts of securities refer to the donation of stocks, bonds, or other securities to a charitable organization or individual.
Individuals who donate securities worth more than a certain threshold amount are required to file gifts of securities with the appropriate tax authorities.
Gifts of securities are typically reported by filling out the appropriate tax forms provided by the tax authorities. These forms require information such as the donor's name, the type and value of the securities donated, and the recipient of the gift.
The purpose of gifts of securities is to provide financial support to charitable organizations or individuals in need. Donors may also benefit from tax deductions for their charitable contributions.
Information such as the donor's name, the type and value of the securities donated, and the recipient of the gift must be reported on gifts of securities.
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