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Donate Now
How to Give Your Gift of Stock
Following these four steps will help you quickly and easily donate your Gift of Stock to The Princess Margaret Hospital Foundation.
- Obtain a “Letter of Authorization from Donor to Broker” form, available from the Foundation by calling 416-946-2842 Ext. 2842, or by e-mail to: maureen.fisher@pmhf.ca. This form is your instruction to your broker to transfer securities to the Foundation.
- 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 can not disclose your name to us, so please complete the Donor/Client Information, including your daytime phone number.
- Fax or send the completed transfer form to your broker or investment advisor who will initiate, and be responsible for, the transfer. Sending the form by mail will delay the start of the transfer process, and may affect the ultimate receipt value. Please call the Foundation by phoning 416-946-2842 Ext. 2842 if you are sending the transfer form by mail.
- Please Notify the Foundation by returning a copy of the completed transfer form to the Foundation. 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 Zak Bailey at FAX: (416) 946-6563, or send by mail to:
Zak Bailey
Leadership Giving
The Princess Margaret Hospital Foundation
610 University Ave, Toronto, ON M5G 2M9
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 Hospital 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 Zak Bailey at 416-946-2842 Ext. 2842
or email Maureen Fisher
Thank You for Supporting Princess Margaret Hospital |
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