Download Gift of Publicly Listed Securities Form (Dec 2015)

Gift of Publicly Listed Securities to
Big Brothers Big Sisters of Toronto
Share Transfer Form
To Be Completed by Donor:
Name of Donor:
Daytime Telephone:
Address:
E-Mail:
Donor’s Workplace (If applicable):
Donor’s Broker:
Broker’s Telephone:
Broker’s Firm Name:
Name of Account and Account Number:
Name of Security:
# of Shares Transferred:
Approx. Value of Each Share:
Approx. Total Amount of Donation:
Date of Transfer to BBBST Account:
Receiving Firm of the Securities:
Name of Account:
Account Numbers:
Customer Service Assistance:
TD Direct Investing
Big Brothers and Big Sisters of Toronto
159Y94 A/B
CUID #: GIST/FINS #: T007/DTC #:5036
1-800-465-5463
I understand that I will receive a Gift-in-Kind tax receipt for these securities from Big Brothers Big Sisters of Toronto for
the closing price, on the date these securities are received in BBBST’s account. These securities have been donated to
BBBST without restriction and can be sold by BBBST at any time considered appropriate. If the donor receives any
advantage the tax receipt will be issued at a lesser value.
Signature of Donor:
Date:
Note: The total amount of the donation available will be the selling price of the securities net of brokerage fees.
CHECKLIST FOR YOUR CONVENIENCE:
1. Please call Brenda Natalie 416.925.8981 ext. 4120 prior to the actual transfer of securities. Please do not transfer
securities to BBBST’s brokerage account without prior notification.
2. Have you notified your broker of your intentions? If not, please do so. Please instruct your broker to initiate the
transfer on your behalf to BBBST’s brokerage account. Faxing this form to them should be sufficient for
authorization.
3. Once this form is completed, please fax a copy to: Brenda Natalie at 416-925-4671 or e-mail at
[email protected] for BBBST records.
Big Brothers Big Sisters of Toronto
2345 Yonge Street, Suite 501, Toronto, ON M4P 2E5
Tel: (416) 925 -8981 Fax: (416) 925 -4671 Web: www.bbbst.com
December 2014