Home
Forms Library
Td charitable donation of securities in kind

TD Waterhouse Charitable Donation of Securities in Kind Form 2025

td charitable donation of securities in kind Preview on Page 1

Show details

4 out of 5

52 votes

The document is a transfer authorization form for the charitable donation of securities in kind, provided by TD Waterhouse. It outlines the necessary information and supporting documentation required for a timely transfer of securities to a charity, specifically the Canada Revenue Agency (CRA). The document details the process, potential delays based on investment types, and associated fees for transferring securities. It emphasizes the importance of completing the form accurately to avoid delays and includes sections for both delivering and receiving institution information.

Here's how it works

01. Edit your td charitable donation of securities in kind online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to edit TD Waterhouse Charitable Donation of Securities in Kind Form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our comprehensive and user-friendly PDF editor is easy. Adhere to the instructions below to complete TD Waterhouse Charitable Donation of Securities in Kind Form online quickly and easily:

Sign in to your account. Sign up with your credentials or register a free account to test the service prior to choosing the subscription.
Upload a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit TD Waterhouse Charitable Donation of Securities in Kind Form. Effortlessly add and underline text, insert images, checkmarks, and signs, drop new fillable areas, and rearrange or remove pages from your paperwork.
Get the TD Waterhouse Charitable Donation of Securities in Kind Form accomplished. Download your updated document, export it to the cloud, print it from the editor, or share it with others using a Shareable link or as an email attachment.

Make the most of DocHub, the most straightforward editor to promptly manage your documentation online!

See more TD Waterhouse Charitable Donation of Securities in Kind Form versions

We've got more versions of the TD Waterhouse Charitable Donation of Securities in Kind Form form. Select the right TD Waterhouse Charitable Donation of Securities in Kind Form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (61 Votes)
2011	4 Satisfied (52 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is a stock donation an in-kind donation?

Additionally, publicly traded securities, including stocks, bonds and mutual funds, are common in-kind donations that can have significant capital gains tax savings for the donor compared to donating cash if the securities have risen in significant value since purchase.

How do I record an in-kind donation in QBO?

How and When to Record and Report In-Kind Donations Determine the items fair market value (FMV). Record the in-kind donation. Provide a written acknowledgment to the items donor. Report the gift on your Form 990.

Are donations in-kind or monetary?

While in-kind giving offers a more tangible and direct connection, monetary donations provide flexibility and allow organizations to respond to changing needs promptly. Ultimately, the best way to give is to consider the unique circumstances and the most effective avenue for your resources.

What can be considered in-kind donations?

An in-kind contribution is a non-monetary contribution. Goods or services offered free or at less than the usual charge result in an in-kind contribution. Similarly, when a person or entity pays for services on the committees behalf, the payment is an in-kind contribution.

How do I document an in-kind donation?

Although they arent physical goods, contributions of stocks, real estate, and cryptocurrency are also considered in-kind donations because they involve the transfer of assets from an individual to your nonprofit.

How are stock donations treated for tax purposes?

By donating appreciated assets that youve held for more than a year, you can save on capital gains taxes (and potentially the net investment income tax). At the same time, you can deduct the full market value of the gift, subject to certain annual limits.

Are stock donations considered in-kind?

How to Record In-Kind Donations in QuickBooks Desktop? Step 1: Create an In-Kind Donation Account. Go to Lists Chart of Accounts New. Step 2: Set Up a Donated Item or Service. Open Lists Item List New. Step 3: Record the Donation Transaction. Step 4: Offset the Donation with a Journal Entry.

TD Waterhouse Charitable Donation of Securities in Kind Form 2025

Here's how it works

How to edit TD Waterhouse Charitable Donation of Securities in Kind Form in PDF format online