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Gift of securities

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By choosing to give the CNIB Foundation a gift of securities, you receive valuable tax benefits while building a legacy that helps the CNIB Foundation continue to change what it is to be blind through innovative programs and powerful advocacy.

When you donate publicly traded securities, mutual funds or flow through shares to the CNIB Foundation, you won't incur the capital gains tax and you’ll benefit from a tax receipt for the full value of your gift. You save on taxes while making a powerful gift that helps the CNIB Foundation empower people impacted by blindness to live their dreams and tear down barriers to inclusion.

Gift of Electronic Shares Form

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A Gift of Electronic Shares - Instructions

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

Step 1: Complete the form below then print and sign it.
Step 2: Fax or give the form to your broker.
Step 3: Instruct your broker to transfer the shares directly to CNIB’s brokerage account listed below.
Step 4: Instruct your broker to fax a copy of this form to Gilbert Mallette, Manager Treasury, CNIB at (416) 480-7700.  This is an important step because CNIB cannot issue you a tax receipt unless we have the information on this form.  Informing us will ensure that you receive your official income tax receipt, our appreciation and the appropriate recognition.

If you wish to donate physical paper shares please contact Ruth D’Souza, Manager, Planned Giving at (416) 486-2500 ext. 7006 or toll-free at 1-800-563-2642 ext. 7006 or by email: ruth.dsouza@cnib.ca

Please note:
•    CNIB’s investment advisor will require the instructions of CNIB before selling the shares. 
•    CNIB needs your address so that we can issue your tax receipt. 
 

A Gift of Electronic Shares - Designation

Choose one of the following:
I attach one or more conditions, designations or restrictions to this gift as follows:

Gift of Electronic Shares - Transfer Direction

Please insert full name
hereby direct you to transfer the following securities to The Canadian National Institute for the Blind (“CNIB”), Charitable Registration Number: 119219459 RR0003
Donor Province

Account Information 


The account information for CNIB is as follows:
Scotia iTRADE
40 King Street West
Toronto, ON M5H 1H1
Account # 555-88040-18     CUID:SCOT     DTC:5011
Attention: Deo Deoram Tel: 416-775-5572

If you have any questions regarding the transfer, please contact:
Gilbert Mallette, Manager, Treasury, CNIB 
Tel: (416) 486-2500, ext. 8679 Fax: (416) 480-7700

Charitable Registration No. 119219459 RR0003

Steps in the process
  1. Print and sign this document. 
  2. Fax or give the form to your broker.
  3. Instruct your broker to transfer the shares directly to CNIB’s brokerage account.
  4. Instruct your broker to fax a copy of this form to Gilbert Mallette, Manager Treasury, CNIB at (416) 480-7700.  This is an important step because CNIB cannot issue you a tax receipt unless we have the information on this form.  Informing us will ensure that you receive your official income tax receipt, our appreciation and the appropriate recognition.

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Request more information

For more information on planned giving, contact Ruth D'Souza at 1-800-563-2642 ext. 7006 or ruth.dsouza@cnib.ca.
 

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