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Letter of Instruction Transfer of Securities In order to initiate your gift transfer, please complete this form with your broker and return a duplicate copy to WWF Canada, by email to Kaylee Scott
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How to fill out giving gifts of securities

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How to fill out giving gifts of securities

01
Research the organization or individual you want to gift the securities to.
02
Contact the organization or individual to confirm that they accept gifts of securities and to inquire about any specific requirements or procedures.
03
Obtain the necessary forms or instructions from the organization or individual.
04
Gather all the relevant documents, including proof of ownership of the securities.
05
Fill out the forms accurately and completely, following the provided instructions.
06
Attach any supporting documents as required, such as stock certificates or transfer statements.
07
Review the completed forms and documents to ensure everything is correct.
08
Send the completed forms and documents to the organization or individual, following their preferred method of delivery.
09
Keep copies of all the paperwork for your records.
10
Follow up with the recipient to confirm the successful transfer of the gifted securities.

Who needs giving gifts of securities?

01
Individuals who want to support a charitable organization or cause by donating securities.
02
Investors who hold appreciated securities and wish to avoid or reduce capital gains taxes.
03
Securities owners who want to simplify their investment portfolio or rebalance their holdings.
04
Estate planners and individuals interested in estate planning strategies involving charitable giving.
05
Donors who want to make a lasting impact through their financial contributions.

What is Giving Gifts of Securities Form?

The Giving Gifts of Securities is a document needed to be submitted to the specific address to provide specific info. It must be completed and signed, which may be done manually in hard copy, or by using a certain software such as PDFfiller. This tool allows to complete any PDF or Word document directly in your browser, customize it depending on your requirements and put a legally-binding e-signature. Right after completion, you can send the Giving Gifts of Securities to the appropriate individual, or multiple ones via email or fax. The template is printable as well due to PDFfiller feature and options proposed for printing out adjustment. Both in digital and in hard copy, your form will have a clean and professional outlook. You may also save it as the template for later, so you don't need to create a new file again. All that needed is to customize the ready form.

Giving Gifts of Securities template instructions

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Giving gifts of securities refers to the process of transferring ownership of stocks, bonds, or other financial instruments from one individual to another without receiving payment in return.
Typically, the donor (the individual giving the gift) is required to file any necessary forms with tax authorities when the value of the securities exceeds the annual gift tax exclusion amount.
To fill out gifts of securities, donors must complete the appropriate tax forms, such as IRS Form 709 for gift tax returns, detailing the nature of the securities, their value, the recipient's information, and any applicable exemptions.
The purpose of giving gifts of securities can include estate planning, tax benefits, helping family or friends financially, or supporting charitable organizations.
Donors must report the name of the recipient, the date of the gift, a description of the securities, and the fair market value at the time of the gift.
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