SlideShare a Scribd company logo
1 of 2
Download to read offline
GIFT OF PUBLICLY TRADED SECURITIES TO
The United Church of Canada Foundation/Fondation de l'Église Unie du Canada
(Reg. Char. #863109021 RR0001)
Name(s):________________________________Date:
Address:______________________________________________________
It is my intention to make a gift of publicly listed securities to The United Church of Canada
Foundation/Fondation de l'Église Unie du Canada with the request that it be directed to:
Amount Name of
Organization
Address of Organization Special Instructions
Description of securities:
Number of Units/Shares Name of Security Approximate Value
Name and Address of Donor’s Broker:
__
Donor’s Brokerage Account # :
I am aware that the Foundation’s discount broker charges $9.95 per sale of shares.
I wish to make a gift of $ as a donation to the Foundation:
 To where it is needed most
 For peace, justice & environmental
initiatives
 For faith and mission support
 For leadership development
 For theological education
I understand that to initiate my gift, I must send this form to my broker. My broker
will then send the completed transfer form to his/her back office to initiate the gift
of securities. I or my broker will fax or email a completed copy of this form to the
Foundation at 416-231-3103 to confirm that the transfer instructions have been
issued. This is a courtesy copy only and does not initiate the transfer.
Details of the Foundation’s Account: RBC Direct Investing
Royal Bank Plaza
200 Bay Street, North Tower
P.O. Box 75
Toronto, ON M5J 2Z5
RBC Direct Investing account #680 488-72
FINS #: T002 (if required)
DTC#: 5002 CUID#: DOMA
Dealer Participation #: 9190
RBC Direct Investing Trading line: 1-800-769-2560
The person to help you at The United Church of Canada Foundation is:
Erik Lo Forte, Development Associate
416-231-7680, ext. 2026; 1-866-340-8223; Fax: 416-231-3103
eloforte@united-church.ca
Suite 200, 3250 Bloor St. W.
Toronto, ON M8X 2Y4
These securities have been donated to The United Church of Canada
Foundation/Fondation de l'Église Unie du Canada without restriction and can be sold by
the Foundation at any time considered appropriate. I understand that I will receive a
charitable tax receipt from the Foundation. As per Canada Revenue Agency regulations,
the tax receipt will reflect the closing value of the shares/units on the day the Foundation
receives them.
Donor’s Signature: ________________________________________
Donor’s Telephone (days): ___________________________________
Donor’s e-mail: ____________________________________________
 I wish to make my gift anonymously

More Related Content

What's hot

Cic form 1
Cic form 1Cic form 1
Cic form 1
eucis15
 

What's hot (7)

SHTC Membership Form
SHTC Membership FormSHTC Membership Form
SHTC Membership Form
 
"Enjoy" magazine from Melissa E. Spittel, Berkshire Hathaway Homesale Realty
"Enjoy" magazine from Melissa E. Spittel, Berkshire Hathaway Homesale Realty"Enjoy" magazine from Melissa E. Spittel, Berkshire Hathaway Homesale Realty
"Enjoy" magazine from Melissa E. Spittel, Berkshire Hathaway Homesale Realty
 
ENJOY March magazine, courtesy of Melissa E. Spittel, Realtor
ENJOY March magazine, courtesy of Melissa E. Spittel, RealtorENJOY March magazine, courtesy of Melissa E. Spittel, Realtor
ENJOY March magazine, courtesy of Melissa E. Spittel, Realtor
 
ENJOY magazine, courtesy of Melissa E. Spittel, Realtor
ENJOY magazine, courtesy of Melissa E. Spittel, RealtorENJOY magazine, courtesy of Melissa E. Spittel, Realtor
ENJOY magazine, courtesy of Melissa E. Spittel, Realtor
 
Financial Wellbeing Case Study
Financial Wellbeing Case StudyFinancial Wellbeing Case Study
Financial Wellbeing Case Study
 
Melissa Spittel's ENJOY magazine, hot off the presses!
Melissa Spittel's ENJOY magazine, hot off the presses!Melissa Spittel's ENJOY magazine, hot off the presses!
Melissa Spittel's ENJOY magazine, hot off the presses!
 
Cic form 1
Cic form 1Cic form 1
Cic form 1
 

Similar to Foundation transfer-form-website-3

Application For The Formation of an IBC
Application For The Formation of an IBCApplication For The Formation of an IBC
Application For The Formation of an IBC
WilfredServices
 
Application Form for an International Trust
Application Form for an International TrustApplication Form for an International Trust
Application Form for an International Trust
WilfredServices
 
PSI Redesign Level 3 Sample 312 (full color, green, vert all)
PSI Redesign Level 3 Sample 312 (full color, green, vert all)PSI Redesign Level 3 Sample 312 (full color, green, vert all)
PSI Redesign Level 3 Sample 312 (full color, green, vert all)
Megan Hausmann
 
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
ABCR
 
Finacial Questionnaire
Finacial QuestionnaireFinacial Questionnaire
Finacial Questionnaire
Owen Burke
 
Citibank international plc london
Citibank international plc londonCitibank international plc london
Citibank international plc london
Pradana Collection
 

Similar to Foundation transfer-form-website-3 (20)

Benefactor Gift Commitment
Benefactor Gift CommitmentBenefactor Gift Commitment
Benefactor Gift Commitment
 
Application For The Formation of an IBC
Application For The Formation of an IBCApplication For The Formation of an IBC
Application For The Formation of an IBC
 
330en
330en330en
330en
 
Strategic Giving Solutions Ministry
Strategic Giving Solutions  MinistryStrategic Giving Solutions  Ministry
Strategic Giving Solutions Ministry
 
travel.pdf
travel.pdftravel.pdf
travel.pdf
 
Application Form for an International Trust
Application Form for an International TrustApplication Form for an International Trust
Application Form for an International Trust
 
L'EGlise Catholique
L'EGlise CatholiqueL'EGlise Catholique
L'EGlise Catholique
 
Parish Leadership 2014: Finance
Parish Leadership 2014: FinanceParish Leadership 2014: Finance
Parish Leadership 2014: Finance
 
Dryden rotary foundation 2014 one million
Dryden rotary foundation 2014 one millionDryden rotary foundation 2014 one million
Dryden rotary foundation 2014 one million
 
PSI Redesign Level 3 Sample 312 (full color, green, vert all)
PSI Redesign Level 3 Sample 312 (full color, green, vert all)PSI Redesign Level 3 Sample 312 (full color, green, vert all)
PSI Redesign Level 3 Sample 312 (full color, green, vert all)
 
fabcr22_apresentação_Conexão Captadoras: como uma experiência coletiva pode p...
fabcr22_apresentação_Conexão Captadoras: como uma experiência coletiva pode p...fabcr22_apresentação_Conexão Captadoras: como uma experiência coletiva pode p...
fabcr22_apresentação_Conexão Captadoras: como uma experiência coletiva pode p...
 
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
fabcr22_apresentação_Para além das fronteiras: captação internacional indepen...
 
EdKirkwood
EdKirkwoodEdKirkwood
EdKirkwood
 
Finacial Questionnaire
Finacial QuestionnaireFinacial Questionnaire
Finacial Questionnaire
 
Concrete Jungle: Scavenger Hunt Letter
Concrete Jungle: Scavenger Hunt LetterConcrete Jungle: Scavenger Hunt Letter
Concrete Jungle: Scavenger Hunt Letter
 
Citibank international plc london
Citibank international plc londonCitibank international plc london
Citibank international plc london
 
UNGlobal Compact Contribution Form
UNGlobal Compact Contribution FormUNGlobal Compact Contribution Form
UNGlobal Compact Contribution Form
 
MCT Gala Programme 2015
MCT Gala Programme 2015MCT Gala Programme 2015
MCT Gala Programme 2015
 
The Benefits of Rotary’s Donor Advised Fund
The Benefits of Rotary’s Donor Advised FundThe Benefits of Rotary’s Donor Advised Fund
The Benefits of Rotary’s Donor Advised Fund
 
Getting Your Board on Board - Talking to your Board About CanadaHelps
Getting Your Board on Board - Talking to your Board About CanadaHelpsGetting Your Board on Board - Talking to your Board About CanadaHelps
Getting Your Board on Board - Talking to your Board About CanadaHelps
 

More from Stephen Abram

More from Stephen Abram (20)

Hub Design Inspiration Graphics May 24 2024.pdf
Hub Design Inspiration Graphics May 24 2024.pdfHub Design Inspiration Graphics May 24 2024.pdf
Hub Design Inspiration Graphics May 24 2024.pdf
 
Honeycomb for The Hive Design Inspirations
Honeycomb for The Hive Design InspirationsHoneycomb for The Hive Design Inspirations
Honeycomb for The Hive Design Inspirations
 
CrossWalksInspirations for Brockville***
CrossWalksInspirations for Brockville***CrossWalksInspirations for Brockville***
CrossWalksInspirations for Brockville***
 
Hub Design Inspirations for B-Hive Zone
Hub Design Inspirations for B-Hive  ZoneHub Design Inspirations for B-Hive  Zone
Hub Design Inspirations for B-Hive Zone
 
Passive Interactive Programming and Surveys 2.pptx
Passive Interactive Programming and Surveys 2.pptxPassive Interactive Programming and Surveys 2.pptx
Passive Interactive Programming and Surveys 2.pptx
 
Hub Design Inspiration Graphics for inspiration
Hub Design Inspiration Graphics for inspirationHub Design Inspiration Graphics for inspiration
Hub Design Inspiration Graphics for inspiration
 
Hub Design Inspiration Graphics for Community Hubs
Hub Design Inspiration Graphics for Community HubsHub Design Inspiration Graphics for Community Hubs
Hub Design Inspiration Graphics for Community Hubs
 
Passive Interactive Programming and Surveys 2.pptx
Passive Interactive Programming and Surveys 2.pptxPassive Interactive Programming and Surveys 2.pptx
Passive Interactive Programming and Surveys 2.pptx
 
Hub Design Inspiration Graphics for Brockville Hub
Hub Design Inspiration Graphics for Brockville HubHub Design Inspiration Graphics for Brockville Hub
Hub Design Inspiration Graphics for Brockville Hub
 
Hub Design Inspiration Graphics second draft
Hub Design Inspiration Graphics second draftHub Design Inspiration Graphics second draft
Hub Design Inspiration Graphics second draft
 
Brockville-Active-Transportation-Full-Plan.pdf
Brockville-Active-Transportation-Full-Plan.pdfBrockville-Active-Transportation-Full-Plan.pdf
Brockville-Active-Transportation-Full-Plan.pdf
 
Draft Employment Lands 140530 L&G Front Cover.pdf
Draft Employment Lands 140530 L&G Front Cover.pdfDraft Employment Lands 140530 L&G Front Cover.pdf
Draft Employment Lands 140530 L&G Front Cover.pdf
 
BrockvilleHubDesignInspirationGraphics.pptx
BrockvilleHubDesignInspirationGraphics.pptxBrockvilleHubDesignInspirationGraphics.pptx
BrockvilleHubDesignInspirationGraphics.pptx
 
Caregiver Presentation and Product Inspirations Sep 2023 PDF.pdf
Caregiver Presentation and Product Inspirations Sep 2023 PDF.pdfCaregiver Presentation and Product Inspirations Sep 2023 PDF.pdf
Caregiver Presentation and Product Inspirations Sep 2023 PDF.pdf
 
Caregiver Presentation and Product Inspirations Sep 2023 PPT.pptx
Caregiver Presentation and Product Inspirations Sep 2023 PPT.pptxCaregiver Presentation and Product Inspirations Sep 2023 PPT.pptx
Caregiver Presentation and Product Inspirations Sep 2023 PPT.pptx
 
CEEED May 24 2023.pdf
CEEED May 24 2023.pdfCEEED May 24 2023.pdf
CEEED May 24 2023.pdf
 
CEEED May 24 2023.pptx
CEEED May 24 2023.pptxCEEED May 24 2023.pptx
CEEED May 24 2023.pptx
 
CEED Mindfulness in a time of Turbulence.pdf
CEED Mindfulness in a time of Turbulence.pdfCEED Mindfulness in a time of Turbulence.pdf
CEED Mindfulness in a time of Turbulence.pdf
 
CEEED Webinar June 22.pdf
CEEED Webinar June 22.pdfCEEED Webinar June 22.pdf
CEEED Webinar June 22.pdf
 
CIL Stats Workshop April1 2022 Abram Silk.pdf
CIL Stats Workshop April1 2022 Abram Silk.pdfCIL Stats Workshop April1 2022 Abram Silk.pdf
CIL Stats Workshop April1 2022 Abram Silk.pdf
 

Recently uploaded

一比一原版(IC毕业证)帝国理工大学毕业证成绩单
一比一原版(IC毕业证)帝国理工大学毕业证成绩单一比一原版(IC毕业证)帝国理工大学毕业证成绩单
一比一原版(IC毕业证)帝国理工大学毕业证成绩单
exuyk
 
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
aveka1
 
Advancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App HouseAdvancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App House
TechSoup
 
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
suryaaamsyah
 
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
Harm Kiezebrink
 
Program Kickoff- Cohort 4______ (2).pptx
Program Kickoff- Cohort 4______ (2).pptxProgram Kickoff- Cohort 4______ (2).pptx
Program Kickoff- Cohort 4______ (2).pptx
ScottMeyers35
 
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
enbam
 

Recently uploaded (20)

“Bee engaged with Youth”. World Bee Day 2024; May. 20th.
“Bee engaged with Youth”. World Bee Day 2024; May. 20th.“Bee engaged with Youth”. World Bee Day 2024; May. 20th.
“Bee engaged with Youth”. World Bee Day 2024; May. 20th.
 
一比一原版(IC毕业证)帝国理工大学毕业证成绩单
一比一原版(IC毕业证)帝国理工大学毕业证成绩单一比一原版(IC毕业证)帝国理工大学毕业证成绩单
一比一原版(IC毕业证)帝国理工大学毕业证成绩单
 
Writing Sample-Title: Pioneering Urban Transformation: The Collective Power o...
Writing Sample-Title: Pioneering Urban Transformation: The Collective Power o...Writing Sample-Title: Pioneering Urban Transformation: The Collective Power o...
Writing Sample-Title: Pioneering Urban Transformation: The Collective Power o...
 
The MEL Toolkit Launch Webinar Presentation
The MEL Toolkit Launch Webinar PresentationThe MEL Toolkit Launch Webinar Presentation
The MEL Toolkit Launch Webinar Presentation
 
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
一比一原版(QUT毕业证)昆士兰科技大学毕业证成绩单
 
Advancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App HouseAdvancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App House
 
OilChange: Big Oil Reality Check May 2024
OilChange: Big Oil Reality Check May 2024OilChange: Big Oil Reality Check May 2024
OilChange: Big Oil Reality Check May 2024
 
How to Save a Place: How to Fund Your Preservation Project
How to Save a Place: How to Fund Your Preservation ProjectHow to Save a Place: How to Fund Your Preservation Project
How to Save a Place: How to Fund Your Preservation Project
 
Medieval Iraq Demographic Factors Yale Historical Review
Medieval Iraq Demographic Factors Yale Historical ReviewMedieval Iraq Demographic Factors Yale Historical Review
Medieval Iraq Demographic Factors Yale Historical Review
 
07/03/2024 Publiekdomeindag - namiddag
07/03/2024 Publiekdomeindag - namiddag07/03/2024 Publiekdomeindag - namiddag
07/03/2024 Publiekdomeindag - namiddag
 
Effective governance in the modern charity
Effective governance in the modern charityEffective governance in the modern charity
Effective governance in the modern charity
 
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
Daftar Rumpun, Pohon, dan Cabang Ilmu (2024) - Daftar Rumpun, Pohon, dan Caba...
 
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
Low Atmospheric Pressure Stunning is not a humane alternative to Carbon Dioxi...
 
A House is not a Home Yale Historical Reivew
A House is not a Home Yale Historical ReivewA House is not a Home Yale Historical Reivew
A House is not a Home Yale Historical Reivew
 
Who are the Sherden Yale Historical Review
Who are the Sherden Yale Historical ReviewWho are the Sherden Yale Historical Review
Who are the Sherden Yale Historical Review
 
Program Kickoff- Cohort 4______ (2).pptx
Program Kickoff- Cohort 4______ (2).pptxProgram Kickoff- Cohort 4______ (2).pptx
Program Kickoff- Cohort 4______ (2).pptx
 
WhenWomenTakeControl.pdf Yale Historical Review
WhenWomenTakeControl.pdf Yale Historical ReviewWhenWomenTakeControl.pdf Yale Historical Review
WhenWomenTakeControl.pdf Yale Historical Review
 
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
一比一原版(ANU毕业证)澳大利亚国立大学毕业证成绩单
 
Creating an Effective Veteran Policy in Ukraine
Creating an Effective Veteran Policy in UkraineCreating an Effective Veteran Policy in Ukraine
Creating an Effective Veteran Policy in Ukraine
 
07/03/2024 Publiekdomeindag - voormiddag
07/03/2024 Publiekdomeindag - voormiddag07/03/2024 Publiekdomeindag - voormiddag
07/03/2024 Publiekdomeindag - voormiddag
 

Foundation transfer-form-website-3

  • 1. GIFT OF PUBLICLY TRADED SECURITIES TO The United Church of Canada Foundation/Fondation de l'Église Unie du Canada (Reg. Char. #863109021 RR0001) Name(s):________________________________Date: Address:______________________________________________________ It is my intention to make a gift of publicly listed securities to The United Church of Canada Foundation/Fondation de l'Église Unie du Canada with the request that it be directed to: Amount Name of Organization Address of Organization Special Instructions Description of securities: Number of Units/Shares Name of Security Approximate Value Name and Address of Donor’s Broker: __ Donor’s Brokerage Account # : I am aware that the Foundation’s discount broker charges $9.95 per sale of shares. I wish to make a gift of $ as a donation to the Foundation:  To where it is needed most  For peace, justice & environmental initiatives  For faith and mission support  For leadership development  For theological education
  • 2. I understand that to initiate my gift, I must send this form to my broker. My broker will then send the completed transfer form to his/her back office to initiate the gift of securities. I or my broker will fax or email a completed copy of this form to the Foundation at 416-231-3103 to confirm that the transfer instructions have been issued. This is a courtesy copy only and does not initiate the transfer. Details of the Foundation’s Account: RBC Direct Investing Royal Bank Plaza 200 Bay Street, North Tower P.O. Box 75 Toronto, ON M5J 2Z5 RBC Direct Investing account #680 488-72 FINS #: T002 (if required) DTC#: 5002 CUID#: DOMA Dealer Participation #: 9190 RBC Direct Investing Trading line: 1-800-769-2560 The person to help you at The United Church of Canada Foundation is: Erik Lo Forte, Development Associate 416-231-7680, ext. 2026; 1-866-340-8223; Fax: 416-231-3103 eloforte@united-church.ca Suite 200, 3250 Bloor St. W. Toronto, ON M8X 2Y4 These securities have been donated to The United Church of Canada Foundation/Fondation de l'Église Unie du Canada without restriction and can be sold by the Foundation at any time considered appropriate. I understand that I will receive a charitable tax receipt from the Foundation. As per Canada Revenue Agency regulations, the tax receipt will reflect the closing value of the shares/units on the day the Foundation receives them. Donor’s Signature: ________________________________________ Donor’s Telephone (days): ___________________________________ Donor’s e-mail: ____________________________________________  I wish to make my gift anonymously