A Gift of Securities or Mutual Funds

Securities Transfer Form

A Gift of Electronic Shares - Instructions

If you would like to make a gift of securities or mutual funds today, simply follow these easy steps:

Step 1: Complete the form below then print and sign it.
Step 2: Fax or give the form to your broker.
Step 3: Instruct your broker to transfer the shares directly to CNIB’s account.
Step 4: Fax a copy of this form to Gilbert Mallette, Manager, Treasury and Special Projects, CNIB at (416) 480-7700

Please note:

  • CNIB’s investment advisor will require the instructions of CNIB before accepting the shares into the CNIB account.
  • CNIB needs your address so that we can issue your tax receipt.

A Gift of Electronic Shares - Designation

Choose one of the following:

I attach one or more conditions, designations or restrictions to this gift as follows:





For questions, concerns or other options, please contact Ann Rosenfield, CFRE at Ann.Rosenfield@cnib.ca or 416-486-2500, ext. 7594.


Gift of Electronic Shares - Transfer Direction

 

 


Donor Signature

X ________________________

Date:

Account Information

The account information for CNIB is as follows:
Scotia McLeod Direct Investing
40 King Street West
Toronto, ON M5H 1H1

Account # 555-88040-18     CUID:SCOT     DTC:5011

If you have any questions regarding the transfer, please contact:
Gilbert Mallette
Manager, Treasury and Special Projects, CNIB
Tel: (416) 486-2500, ext. 8679
Fax: (416) 480-7700

National charity #119219459RR0003