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Get the free Form for securities donation FY23SR EN

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FORM FOR SECURITIES DONATION TO THE CANCER RESEARCH SOCIETY (THE SOCIETY) INSTRUCTIONS TO THE DELIVERING INSTITUTION Dateday / month / year DELIVERING INSTITUTIONName CUID Street AddressSuite CityProvincePostal
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How to fill out form for securities donation

01
Obtain the securities donation form from the organization's website or contact their office.
02
Fill in your personal information including name, address, and contact details.
03
Specify the type of securities you wish to donate (e.g., stocks, bonds).
04
Enter the number of shares or the value of the securities being donated.
05
Provide the name and address of your brokerage firm.
06
Sign and date the form to validate your donation.
07
Submit the completed form as per the instructions provided by the organization.

Who needs form for securities donation?

01
Individuals wishing to donate securities to a charitable organization.
02
Financial advisors or estate planners facilitating donations for their clients.
03
Non-profit organizations that require documentation for processing securities donations.
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The form for securities donation is a document used to report the transfer of securities to a charitable organization, detailing the nature of the donation for tax purposes.
Donors who contribute securities to a charitable organization are required to file this form to comply with IRS regulations regarding charitable contributions.
To fill out the form, provide the donor's information, details of the securities donated, the date of the donation, and the information about the charitable organization receiving the donation.
The purpose of the form is to ensure transparency in charitable giving and to allow donors to claim a tax deduction for their contributions.
The form must report the donor's name and address, the name and address of the charity, a description of the securities donated, the fair market value at the time of the donation, and the date of the donation.
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