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Discover how to donate securities to Oakville & Milton Humane Society with our Donation of Securities Form. Ensure a tax-exempt donation and contribute in 2024.

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What is donation of securities form?

The donation of securities form is a document used to record the transfer of ownership of securities, such as stocks or bonds, from one party to another as a gift.

Who is required to file donation of securities form?

Individuals or entities who donate securities to another individual or entity, including charitable organizations, are required to file a donation of securities form.

How to fill out donation of securities form?

To fill out the donation of securities form, provide the donor's information, the recipient's information, details of the securities being donated, and the date of the donation, along with signatures from both parties.

What is the purpose of donation of securities form?

The purpose of the donation of securities form is to legally document the transfer of ownership of donated securities and ensure compliance with tax reporting requirements.

What information must be reported on donation of securities form?

The form must report the names and addresses of the donor and recipient, a description of the securities, the date of the transfer, and the fair market value of the securities at the time of donation.

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