Get the free Gift of Securities Form- CIBCdoc

GIFT OF SECURITIES Transfer Form to United Way of FLEA Charitable Registration Number: 125978270RR0001 Thank you for making a gift of securities A. Securities to be transferred from: Name Workplace

How to fill out gift of securities form

How to fill out gift of securities form:

1. Obtain the gift of securities form from the organization or institution you wish to donate your securities to. This form may be available on their website or by contacting their development department.
2. Fill out your personal information, including your name, address, and contact information. This is important for the organization to properly acknowledge and communicate with you about the donation.
3. Provide details about the securities you are donating. This includes the type of securities (stocks, bonds, mutual funds, etc.), the number of shares or units, and their current market value. It is helpful to attach any supporting documents, such as stock certificates or transfer instructions.
4. Indicate whether you would like your donation to remain anonymous or if the organization can publicly acknowledge your gift. This is a personal preference and can be discussed with the organization if needed.
5. If you have any specific instructions for the organization regarding the use or designation of your gift, clearly state them on the form. This could include directing the funds to a specific program, department, or initiative.
6. Review the completed form for accuracy and ensure that you have signed and dated it. Some organizations may require additional signatures, such as that of a financial advisor or attorney, for verification purposes.
7. Return the filled out form to the organization according to their instructions. This may involve mailing it to their office or submitting it electronically through their website or email.

Who needs gift of securities form?

1. Individuals who wish to donate their securities to a charitable or nonprofit organization often need to fill out a gift of securities form. This may include stocks, bonds, mutual funds, or other types of securities.
2. The form is necessary as it provides the organization with the necessary information to process and acknowledge the donation accurately. It ensures that the donor's intent is properly recorded and the gift can be used or allocated according to their wishes.
3. Some organizations may have specific guidelines or requirements for accepting gifts of securities, which is why they require a formal form to be completed. This helps establish transparency and compliance with relevant legal and financial regulations.

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