Gifts of Securities

How to Make a Gift of Securities Donation

 
Following these four steps will help you quickly and easily donate your Gift of Securities to The Princess Margaret Cancer Foundation:
 
Step1: Download of Letter of Authorization from Donor to Broker form which may be found here: Letter of Authorization from Donor to Broker
 
Step 2: Complete all sections of the transfer form, especially the CUSIP # (which is provided by your broker/investment advisor) and acts like a transaction number in case the transfer needs to be tracked by your broker.  For privacy reasons, your broker cannot disclose your name to us, so please complete the Donor/Client Information, including your daytime phone number.
 
Step 3:  Send the completed transfer form to your broker or investment advisor who will initiate, and be responsible for, the transfer.  If you are using a self-directed brokerage, you will need to call in to your financial institution and ask them to initiate the transfer.
 
Step 4: Please Notify the Foundation by returning a copy of the completed transfer form.  This step is important because securities are transferred into our account on an anonymous basis.  Notifying us will ensure you receive our thanks, any appropriate recognition, and your official receipt for income tax purposes.  Transfer forms can be faxed to Mehvish Syed at FAX: (416) 946-6563, or send by email to Mehvish.Syed@thepmcf.ca


Additional Information: Your receipt will be valued based on the closing price on the day when the shares are legally transferred to the Foundation’s account at our custodial agent, BMO Nesbitt Burns.  (Note:  Shares are considered legally transferred only when delivery is confirmed by our custodial agent.)  The Princess Margaret Cancer Foundation’s policy for the sale of donated securities is that all shares will be sold as soon as possible after they have been received.
 
Questions? Call Mehvish Syed at 416-946-4451 or mehvish.syed@thepmcf.ca