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GIFTS OF SECURITIES FORM Thank you for making a Gift of Securities to Lake Ridge Health Foundation. Please complete this form and fax a copy to your Broker to initiate the transfer. Copies should
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How to fill out gifts of securities form

01
Obtain the gifts of securities form from the institution or organization you wish to make the donation to.
02
Fill out your personal information including name, address, contact details, and social security number.
03
Provide details of the securities you wish to donate including the type, quantity, and current market value.
04
Sign and date the form to confirm your donation.
05
Submit the completed form to the institution or organization.

Who needs gifts of securities form?

01
Individuals or organizations who wish to donate securities as a gift.
02
Institutions or organizations that accept gifts of securities.
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The gifts of securities form is a document used to report the donation of securities, such as stocks or bonds, to a charitable organization.
Individuals or entities who donate securities to charitable organizations are required to file gifts of securities form.
The gifts of securities form can typically be filled out online or submitted via mail. Donors must provide information about the securities being donated and the receiving charitable organization.
The purpose of gifts of securities form is to document and report donations of securities for tax and record-keeping purposes.
Donors must report information such as the type of securities donated, the date of donation, the fair market value of the securities, and the receiving charitable organization's details.
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