Why Donate Securities?
Securities are one of the most efficient ways to make a gift to SickKids and help heal the future. When you make a gift of securities , your gift has an immediate impact in our mission to make every child a healthy child.
Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and will planning.
Giving is simple. Consult with your investment advisor to decide which investments make the most financial and philanthropic impact for you. Once you know which securities you’d like to donate, please complete the Direction and Notification Form to ensure your gift can be identified and receipted correctly.
How it works:
IMPORTANT: Please complete the Direction and Notification Form for Gifts of Securities form before making your gift.
To ensure your gift is received, processed and receipted correctly, your must fill out the form and notify SickKids Foundation before initiating your transfer. Securities received without advance notification may be difficult to match to a donor, which can delay processing and charitable tax receipting.
Step 1:
Complete the Direction and Notification Form for Gifts of Securities.
Please include the CUSIP # (which can be provided by your broker and/or investment advisor) of the assets being transferred and your broker’s contact information. Completing this form allows us to identify your gift and issue your charitable tax receipt.
Step 2:
Instruct your broker to transfer the securities.
Provide your broker with the Foundation’s transfer instructions. If you are a self-directed investor, please refer to your own direct investing platform and follow the necessary steps to initiate the transfer.
Step 3:
SickKids Foundation and the broker complete the transfer.
Our broker will work with your broker and/or investment advisor to complete the transfer process. Once the transfer is complete, we will sell the shares promptly and issue a charitable tax receipt, if applicable, for the value of the shares.
Brokerage Information
To transfer securities, please advise your broker of the following details.
For Canadian Brokerage Houses:
TD Waterhouse Canada Inc.
A/C: 8AP963A (CAD) / 8AP963B (USD)
FINS#: T007
CUID/DCS#: GIST
For US/ International Brokerage Houses:
TD Waterhouse Canada Inc.
A/C: 8AP963A (CAD) / 8AP963B (USD)
DTC#: 5036
Agent ID#: 53266
Institutional ID#: 66296
Contacts at TD WaterHouse Canada Inc.
Michael Partipilo, Investment Advisor
Phone: (905) 501-8170
Email: michael.partipilo@td.com
