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Gift of Securities:Transfer Form Electronic Transfer Instructions 1. Contact our Resource Development team at 587.747.0260 ext 1234 or by email at donations@wellspringalberta.ca to advise of the donation
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How to fill out a gift of securities
How to fill out a gift of securities
01
Obtain the necessary forms from the organization or financial institution you plan to donate the securities to.
02
Provide information about the securities you plan to donate, including the type of security and the number of shares.
03
Fill out the forms with your personal information, including your name, address, and contact information.
04
Sign the forms and any additional documentation required by the organization or financial institution.
05
Transfer the securities to the designated account or address provided by the organization or financial institution.
Who needs a gift of securities?
01
Individuals or organizations who want to support a charitable cause by donating securities instead of cash.
02
Investors looking to avoid capital gains taxes on highly appreciated securities by donating them directly to a nonprofit organization.
03
Nonprofit organizations looking to receive donations in the form of securities to support their programs and initiatives.
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What is a gift of securities?
A gift of securities refers to the donation of stocks, bonds, or other investments to a charitable organization or individual.
Who is required to file a gift of securities?
Individuals or organizations that donate securities with a total value over a certain threshold are required to file a gift of securities.
How to fill out a gift of securities?
To fill out a gift of securities, the donor must provide information about the securities being donated, their value, and the recipient of the gift.
What is the purpose of a gift of securities?
The purpose of a gift of securities is to support charitable organizations and individuals by donating investments instead of cash.
What information must be reported on a gift of securities?
Information such as the name and address of the donor, description of the securities, their value, and the recipient of the gift must be reported on a gift of securities.
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