Donate Publicly Listed Securities
Publicly listed securities can be donated to the MUHC Foundation. In accordance with the Foundation’s gift acceptance policy, gifts of securities are sold immediately upon receipt and a tax receipt is issued for the deemed market value of the securities at the end of trading on the date of the transfer, minus any administrative charges associated to the transfer. NOTE: It is far more advantageous, both to you and to the MUHC Foundation, for you to gift the securities directly to the MUHC Foundation, rather than sell them and gift the proceeds. This page will show you why.
We appreciate if you gives us heads up of your gift so we can follow up with the broker.
Making a gift of securities to the MUHC Foundation
Note: Only securities listed on the TSX are accepted without prior approval.
STEP ONE: Contact David Boucher, Executive Director of the Foundation at 514-931-5656, fax 514-931-5696 or e-mail david.boucher@muhc.mcgill.ca with the following information:
STEP TWO: Contact your broker and provide the following MUHC Foundation broker information. Two options are provided so that your broker may select the one that is most expeditious for you.
Custodian: Scotia Trust
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CUID no.: BNSC
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DTC: 4816
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Account name: McGill University Health Centre (LB-1310-1)
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Account number: 78016296
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Contact: Gaetano Grillo, gaetano.grillo@scotiatrust.com, tel: 514-499-5703
OR:
Custodian: RBC Dominion Securities- CUID No.: DOMA
- DTC: 5002
- Account name: McGill University Health Centre Foundation
- Account number: 3272695812
- Contacts: Ben Klamph, ben.klamph@rbc.com, tel.: 514-878-5972, fax: 514-878-5096 or John Archer, john.archer@rbc.com, tel.: 514-878-5040 or 1-800-890-4003
In accordance with the MUHC Foundation Gift Acceptance Policy, a tax receipt is issued for the value of the shares at closing on the date that they are received by the MUHC Foundation’s broker. MUHC Foundation Charitable Registration Number: 86843 3947 RR0001
