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Get the free Directions for Gifting Shares and Securities to Young Life of Canada

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Follow our step-by-step directions for donating shares and securities to Young Life of Canada. Contact us for assistance with your donation process.
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How to fill out directions for gifting shares

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How to fill out directions for gifting shares

01
Decide which shares you want to gift
02
Obtain the relevant transfer forms from the company's registrar or your brokerage
03
Fill out the transfer forms with the details of the recipient, including their name, address, and Social Security number
04
Sign the forms in the presence of a witness or notary public
05
Submit the completed forms to the company's registrar or your brokerage for processing

Who needs directions for gifting shares?

01
Individuals who want to gift shares to family members, friends, or charitable organizations
02
Companies looking to transfer shares to employees as part of compensation or incentives
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Directions for gifting shares are written instructions that specify how shares of a company are to be transferred as a gift from one party to another.
The individual or entity gifting the shares is required to file directions for gifting shares.
Directions for gifting shares should include details such as the name of the recipient, the number of shares being transferred, the price at which the shares are being gifted, and any specific instructions for the transfer.
The purpose of directions for gifting shares is to provide a formal record of the transfer of shares as a gift and to ensure that the transfer is carried out as intended by the gifting party.
Information such as the name of the recipient, the number of shares transferred, the price at which the shares are being gifted, and any specific transfer instructions must be reported on directions for gifting shares.
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