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Gift of Publicly Traded Canadian Securities to Bridge point Foundation Broker Name: ___ To initiate your stock transfer, please complete this form and send it to your broker and fax or email a copy
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How to fill out gift of publicly traded
How to fill out gift of publicly traded
01
Obtain the necessary forms to fill out the gift of publicly traded stocks from the organization or charity you wish to donate to.
02
Provide your contact information and details of the stocks you wish to gift, including the stock symbol and number of shares.
03
Determine the value of the stocks at the time of donation, as this will be used for tax purposes.
04
Fill out any required transfer forms provided by your brokerage to authorize the transfer of the stocks to the organization.
05
Submit the completed forms to the designated contact at the organization and notify your broker of the transfer.
Who needs gift of publicly traded?
01
Individuals who wish to support a charitable cause or organization through the donation of publicly traded stocks.
02
Donors who want to benefit from tax deductions associated with donating appreciated securities.
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