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Charitable Donation of Securities in Kind Form - TD Bank 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the 'Please transfer the following position' section. Enter the description, quantity, and CUSIP/ISIN for each security you wish to donate.
- Next, provide the Delivering Institution Information. Fill in the name, account name, account number, and CUID or DTC of the delivering institution.
- Complete the Receiving Institution Information by entering details such as Canada Revenue Agency (CRA) charity registration number, account name, and contact information.
- In the Contributing Client Authorization section, ensure you sign and date the form to authorize the transfer.
- Attach any necessary supporting documentation as indicated in the instructions to avoid delays.
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Did your firm make monetary donations to charitable programs within the City limits? Yes No . If yes, please complete the attached form, labeled at
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