Get the free Gift of Securities Intention Form - Doctors Without Borders - msf

Gift of Securities Intention Form Thank you for supporting Myelins Sans Frontiers/Doctors Without Borders Canada (MSF) Please note that MSF cannot initiate a transfer of shares. The request must be

How to fill out gift of securities intention

How to fill out gift of securities intention:

1. Obtain the necessary forms: Contact the organization or institution you wish to donate securities to and request the gift of securities intention form. They will provide you with the necessary paperwork to complete the process.
2. Fill in your personal information: Provide your full name, address, telephone number, and email address. This information is important for the organization to contact you and acknowledge your donation.
3. Specify the securities you wish to donate: Indicate the type of securities you plan to donate, such as stocks, bonds, or mutual funds. Include details such as the specific name or symbol for each security and the number of shares or units you intend to donate.
4. Provide the cost basis and fair market value: For each security, provide the cost basis, which is the original purchase price, and the fair market value at the time of the donation. This information is essential for tax purposes and determining the value of your donation.
5. Include any special instructions: If you have any specific instructions regarding the use or designation of your donation, you can include them in this section. For example, if you want the funds to be used for a specific program or project, mention it here.
6. Sign and date the form: Read the declaration section carefully, sign, and date the gift of securities intention form. By signing, you acknowledge that the information provided is accurate and that you understand the terms and conditions of the donation.

Who needs gift of securities intention?

1. Individuals planning to make a charitable donation: If you are considering donating securities to a charitable organization or institution, you will need to fill out a gift of securities intention form. This form ensures that your donation is properly documented and allows the organization to process your gift accordingly.
2. Donors looking for tax benefits: Donating securities can offer significant tax advantages, such as avoiding capital gains tax on the appreciated value of the securities. By filling out the gift of securities intention form, you can ensure that you receive the necessary documentation to claim these tax benefits.
3. Organizations or institutions accepting securities donations: Charitable organizations, educational institutions, and other nonprofit entities that accept securities as donations require donors to fill out a gift of securities intention form. This form helps them record and acknowledge the donation accurately, and it provides them with the necessary information to handle the securities.

In summary, individuals planning to make a charitable donation of securities will need to fill out a gift of securities intention form. This process involves providing personal information, specifying the securities being donated, indicating the cost basis and fair market value, including any special instructions, and signing the form. This form is essential for both donors seeking tax benefits and organizations accepting securities donations.

For pdfFiller’s FAQs

What is gift of securities intention?

The gift of securities intention is a declaration of intent to donate securities, such as stocks or bonds, to a charitable organization or individual.

Who is required to file gift of securities intention?

Individuals or entities who wish to donate securities as a gift are required to file a gift of securities intention.

How to fill out gift of securities intention?

The gift of securities intention form can be filled out online or through a paper form provided by the charitable organization or individual receiving the gift.

What is the purpose of gift of securities intention?

The purpose of the gift of securities intention is to document the donor's intent to give securities as a gift and provide information about the securities being donated.

What information must be reported on gift of securities intention?

The gift of securities intention form typically requires information such as the name and contact information of the donor, description of the securities being donated, and the intended recipient of the gift.

How can I send gift of securities intention to be eSigned by others?

Once your gift of securities intention is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How do I edit gift of securities intention in Chrome?

Download and install the pdfFiller Google Chrome Extension to your browser to edit, fill out, and eSign your gift of securities intention, which you can open in the editor with a single click from a Google search page. Fillable documents may be executed from any internet-connected device without leaving Chrome.

Can I sign the gift of securities intention electronically in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your gift of securities intention in seconds.