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Gift of securities FAQs

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FAQs for brokers

1) What is CNIB’s brokerage account number?

Account #: 55-88040-18 CUID: SCOT DTC: 5011 (Scotia McLeod Direct Investing)

2) How do I make a gift of securities to CNIB?

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

Step 1 Complete the Securities Transfer Direction form, then print and sign it.
Step 2 Fax or give the form to your broker or financial advisor.
Step 3 Instruct your broker or financial advisor to transfer the shares directly to CNIB’s brokerage account.
Step 4 Fax a copy of this form to Gilbert Mallette @ 416-480-7700

Please note: CNIB needs your address so that we can issue your tax receipt

3) Will CNIB accept flow through shares?

CNIB accepts flow through shares if the shares are fully matured and be publicly traded.

4) Where is the form I need to fill in?

Please find the Securities Transfer Form online.

5) How do I donate physical (paper) shares?

Please contact Ruth D'Souza at 416-486-2500 ext. 7006 or ruth.dsouza@cnib.ca.

6) Is it the same form for securities, mutual funds or flow through shares?

Yes. Please find the Securities Transfer Form online.

7) Is it the same tax treatment if I sell the securities and give the money to CNIB?

No. In order to realize the capital gains tax savings, you must transfer the shares directly to CNIB.

8) Who do I call if I have an administrative question about the transfer?

Please contact Ruth D'Souza at 416-486-2500 ext. 7006 or ruth.dsouza@cnib.ca.

9) Who do I contact if I have a technical question about the transfer?

Please contact Gilbert Mallette at 416-486-2500, ext. 8679 or gilbert.mallette@cnib.ca.

Have another question?

Contact Ruth D'Souza at 1-800-563-2642 ext. 7006 or rdsouza@cnib.ca.