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Gift Donation of Securities Inking Transfer Form This form is to be used for Canadian and American listed securities only. Prior to transferring securities to our account, please email this form to:

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How to fill out gift donation of securities

01

Gather all necessary information about the securities being donated, including the name of the security, number of shares, and date of transfer.

02

Contact the organization to which you plan to donate the securities and inform them of your intention.

03

Complete the required paperwork provided by the organization, which may include a stock power form and a letter of authorization.

04

Coordinate with your broker or financial institution to transfer the securities to the organization's account.

05

Obtain documentation of the transfer for your records and for tax purposes.

Who needs gift donation of securities?

01

Individuals or organizations looking to support a charity or nonprofit in a tax-efficient manner.

02

Investors holding appreciated securities who want to avoid capital gains tax by donating the securities instead of selling them.

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What is gift donation of securities?

Gift donation of securities is the process of gifting stocks, bonds, or other securities to a charity or non-profit organization.

Who is required to file gift donation of securities?

Individuals or organizations who donate securities with a total value over a certain threshold are required to file gift donation of securities.

How to fill out gift donation of securities?

To fill out gift donation of securities, one must provide information about the donated securities, the recipient charity, and the value of the gift.

What is the purpose of gift donation of securities?

The purpose of gift donation of securities is to support charitable organizations and receive potential tax benefits for the donation.

What information must be reported on gift donation of securities?

The information that must be reported on gift donation of securities includes details about the donated securities, their value, the recipient charity, and any tax benefits received from the donation.

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