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A GIFT OF SECURITIES TO THE ALBERTA CANCER FOUNDATION Instructions for Transferring Stocks or Mutual FundsThank you for making a gift of stocks, bonds, or mutual funds to the Alberta Cancer Foundation.
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How to fill out a gift of securities

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How to fill out a gift of securities

01
Contact the charity or organization to which you are planning to donate the securities.
02
Complete a gift of securities transfer form provided by the charity or organization.
03
Provide all necessary information about the securities being donated, including the type of security and number of shares.
04
Transfer the securities to the designated account provided by the charity or organization.
05
Ensure that the transfer is properly documented and acknowledged by the charity or organization.

Who needs a gift of securities?

01
Individuals or organizations looking to make a tax-efficient donation to a charity or non-profit organization.
02
Those who hold appreciated securities and want to avoid paying capital gains tax on the appreciation.
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A gift of securities refers to the donation of stocks, bonds, or other investment assets to a charitable organization.
Individuals or organizations who donate securities to a charity are required to file a gift of securities.
To fill out a gift of securities, donors must provide details about the securities being donated, including the type, quantity, and value.
The purpose of a gift of securities is to support charitable organizations and provide tax benefits to donors.
Donors must report details such as the type and quantity of securities donated, the date of donation, and the fair market value of the securities.
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