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NOTICE OF DONATION GIFT OF SECURITIES Gift of publicly traded securities can be transferred by your broker to United Way East Ontario through TD Wealth Private Investment Counsel Inc. STEP 1 In order

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How to fill out gift of securities

01

Obtain the necessary forms from the financial institution where the securities are held.

02

Complete the required information on the forms, including your name, address, and the details of the securities being gifted.

03

Specify the charity or organization that will receive the gift of securities.

04

Sign and date the forms, and make sure to follow any additional instructions provided by the financial institution.

05

Submit the completed forms to the financial institution, either in person or electronically, to initiate the transfer of the securities.

Who needs gift of securities?

01

Individuals or entities looking to support a charitable cause through the donation of securities.

02

Charitable organizations or non-profits that are able to accept gifts of securities as part of their donation process.

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What is gift of securities?

Gift of securities is the transfer of ownership of stocks, bonds, or other securities to another individual or entity as a gift.

Who is required to file gift of securities?

Any individual or entity who has gifted securities valued over a certain threshold amount may be required to file a gift tax return with the IRS.

How to fill out gift of securities?

To fill out a gift of securities, you will need to complete Form 709 and provide all necessary information about the securities being gifted, the donor, and the recipient.

What is the purpose of gift of securities?

The purpose of gift of securities is to ensure that any gifts made in securities are properly reported to the IRS for tax purposes.

What information must be reported on gift of securities?

The gift of securities form must include details such as the description of the securities, their value, the donor's information, and the recipient's information.

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