Gifts of Publicly Listed Securities - MS Society of Canada [PDF]

There are two main steps in donating a gift of securities to the MS Society: 1. Instruct your broker to transfer the sec

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National Office 500 - 250 Dundas St West Toronto, Ontario M5T 2Z5 Telephone: (416) 922-6065 Toll Free: 1-866-922-6065 Fax: (416) 922-7538 www.mssociety.ca

Gifts of Publicly Listed Securities Thank you for your interest in donating a gift of securities to the Multiple Sclerosis Society of Canada. The following information will help in processing your gift. There are two main steps in donating a gift of securities to the MS Society: 1. Instruct your broker to transfer the securities to the MS Society’s broker 2. Return the form on page 2 to the MS Society of Canada Transfer the Securities to the MS Society Please instruct your broker to transfer your gift of securities electronically to the MS Society’s broker. Broker: BMO Nesbitt Burns FIN #: T009 Account #: 375-20886-11 Contact person: Mary Nicholl, BMO Nesbitt Burns 1 First Canadian Place 47th Floor, PO Box 150 Toronto ON M5X 1H3

Phone: 416-359-4129 Fax: 416-359-4941 Email: [email protected]

Return the Securities Transfer Information Form to the MS Society Please complete the Security Transfer Information Form (page 2) and return it to the MS Society of Canada as soon as possible, by fax, email or mail. Once we have received your donation, we will issue a tax receipt. The value of your tax receipt will be based on the closing price of the share on the day the donation (transfer of ownership) is completed.

MS Society of Canada Cheryl Hanson, AVP, Philanthropy & Campaign Leadership Giving Department 500 – 250 Dundas St West Toronto, ON M5T 2Z5

Phone: 416-922-6065 x 3005 Toll free: 1-866-922-6065 x 3005 Fax: 416-922-7538 Email: [email protected]

National Office 500 - 250 Dundas St West Toronto, Ontario M5T 2Z5 Telephone: (416) 922-6065 Toll Free: 1-866-922-6065 Fax: (416) 922-7538 www.mssociety.ca

Securities Transfer Information Form (to be completed and returned by donor and donor’s representative)

Name of securities:

___________________________________________________________

Number of securities:

_________________________ (units, shares, etc.)

Date of transfer:

_________________________

Designation of gift:

___________________________________________________________

Personal Information Full name:

____________________________________________________________

Address:

____________________________________________________________

Phone number:

_________________________

Broker’s Information Name & company:

___________________________________________________________

Phone number:

_________________________

Donor Signature: ___________________________________________________________ (signature means I have instructed my broker to initiate transfer of securities)

Please return to: MS Society of Canada Cheryl Hanson, AVP, Philanthropy & Campaign Leadership Giving Department 500 – 250 Dundas St West Toronto, ON M5T 2Z5

Phone: 416-922-6065 x 3005 Toll free: 1-866-922-6065 x 3005 Fax: 416-922-7538 Email: [email protected]

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