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NOTICE OF DONATION GIFT OF SECURITIES Gift of publicly traded securities can be transferred by your broker to United Way East Ontario through TD Wealth Private Investment Counsel Inc.STEP 1 In order
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How to fill out online gift of securities

01
Visit the online platform of your chosen financial institution or brokerage.
02
Log in to your account or create a new account if you do not have one.
03
Navigate to the 'Gift of Securities' section, which may be found under 'Transfers' or 'Gifting'.
04
Select the securities you wish to gift from your portfolio.
05
Enter the recipient's details, including their name, account number, and any other required information.
06
Specify the quantity and type of securities you wish to transfer.
07
Review the details of your transaction for accuracy.
08
Submit the changes and follow any prompts to confirm the transaction.
09
Keep a record of the transaction confirmation for your records.

Who needs online gift of securities?

01
Individuals looking to make a financial gift to family or friends.
02
Donors wanting to maximize tax benefits by gifting appreciated securities.
03
Charitable organizations or non-profits seeking to receive contributions in the form of stocks or bonds.
04
Investors wanting to share their investment successes with loved ones.
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Online gift of securities refers to the process of transferring ownership of securities (like stocks or bonds) as a gift through an online platform, ensuring proper compliance with legal and tax regulations.
Individuals who gift securities that exceed the annual exclusion limit set by the IRS are required to file an online gift of securities form.
To fill out the online gift of securities form, one must provide details such as the donor's and recipient's information, descriptions of the securities being gifted, their fair market value, and any relevant tax identification numbers.
The purpose of online gift of securities is to facilitate the legal transfer of securities ownership while ensuring compliance with taxation rules and record-keeping requirements.
The reported information includes the names and addresses of the donor and recipient, descriptions of the gifted securities, their valuation, and the date of the gift.
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