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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
How to fill out a gift of securities
01
Contact the organization or charity you wish to donate the securities to and inquire about their process for accepting gifts of securities.
02
Fill out the necessary paperwork provided by the organization, including details of the securities being donated and transfer instructions.
03
Contact your broker or financial institution to initiate the transfer of the securities to the organization's account.
04
Notify the organization once the transfer has been completed and provide any additional documentation requested.
05
Obtain a receipt for tax purposes from the organization acknowledging the donation.
Who needs a gift of securities?
01
Individuals or entities looking to support a charitable cause or organization through the donation of securities.
02
Investors who want to maximize their tax benefits by donating appreciated securities instead of cash.
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What is a gift of securities?
A gift of securities is the donation of stocks, bonds, or other investments to a charitable organization.
Who is required to file a gift of securities?
Individuals or organizations who donate securities worth more than a certain amount may be required to file a gift of securities.
How to fill out a gift of securities?
To fill out a gift of securities, one must provide information about the securities being donated, the donor, and the recipient organization.
What is the purpose of a gift of securities?
The purpose of a gift of securities is to support charitable organizations and receive tax benefits for the donation.
What information must be reported on a gift of securities?
Information such as the type of securities, the date of donation, and the fair market value of the securities must be reported on a gift of securities.
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