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MY GIFT FOR FUTURE GENERATIONS My Intention I am pleased to confirm to you that I have included the Bishops University Foundation as beneficiary of my estate plans as follows: Bequest (Will)Charitable
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Obtain the necessary form for gifting securities from the intended recipient organization.
02
Fill out the form with your personal information, the security details, and any special instructions for the transfer.
03
Provide the relevant information to your broker or financial institution to initiate the transfer of the securities.
04
Follow up with the recipient organization to ensure that the securities have been successfully transferred and received.

Who needs gift of securities to?

01
Individuals looking to make a charitable donation in the form of securities.
02
Organizations or institutions that accept donations of securities as a form of philanthropic support.
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Gift of securities to is the act of transferring securities such as stocks, bonds, or mutual funds as a gift.
Individuals or entities who have gifted securities to another party are required to file gift of securities to.
Gift of securities to can be filled out by providing information about the securities being gifted, the recipient of the gift, and the value of the securities.
The purpose of gift of securities to is to report the transfer of securities as a gift for tax and record-keeping purposes.
Information such as the type of securities, the number of securities, the value of the securities, and the recipient of the gift must be reported on gift of securities to.
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