Gift of Securities Donation

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Form Submitted Date:

Thank you for considering a gift of securities to MS Canada. Making a gift of publicly listed securities is a simple, easy and wonderful way to make an impact.

Simply fill out the online form below, including your broker’s contact information so that they will receive a copy of the form and work with you to initiate the transaction.

IMPORTANT: Submission of this form does not initiate the actual transaction. You must contact your broker (if applicable) to initiate the transaction, or if self-managed, initiate the transfer from your investment platform.

Eligibility of a tax receipt for the current year requires that securities must be in MS Canada’s brokerage account by 5 p.m. on December 31 of that year. We recommend you submit this form by December 15.

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Donor Information (for receipting)

First Name:	Last Name:
Mailing Address:	Unit/Suite:
City:	Province/Territory/State:
Postal Code/Zip Code:	Country:
Phone number:	Email:

Page 2

Securities information

Donation Type	Name/Description: The name or description of the type of securities you would like to donate, i.e. ‘Royal Bank of Canada’
Ticker Symbol: A unique, short abbreviation (usually one to five letters) that identifies a publicly traded company on a stock exchange, i.e. RY for Royal Bank of Canada.	Quantity:
CUSIP/ISIN/FUND CODE: Committee on Uniform Securities Identification Procedures (CUSIP) is a 9 digit number that is used to identify Canadian and U.S. registered stocks, exchange traded funds and mutual funds. International Securities Identification Number (ISIN) is a 12 digit alphanumeric code that identifies a security for the purposes of trading, clearing and settlement. Fund Code is a classification used to identify the source and intended purpose of funds and how they should be spent, within the Government of Canada’s general ledger system. These numbers should be available on your brokerage statements or by contacting your broker.	Estimated donation value:
Gift Designation:

Account Information

Account Type:

Self Managed

Investment Platform:	Account Name:
Account Number:

Broker Information

Name of Firm:	FINS#:
Name of Broker:	Broker Phone:
Broker Email:	Account Name:
Account Number:

Notes for MS Canada:

By clicking ‘I AGREE’, I confirm that I am at least 18 years of age, that I am the Donor, Donor Power of Attorney, or Donor’s Broker and Authorized Representative, that the above information is accurate and true to the best of my knowledge, that I have had the opportunity to seek legal and tax advice and that I confirm that my intent is to make this gift of securities to MS Canada. I also agree to MS Canada’s Privacy Policy.

I AGREE

Securities should be transferred as follows:

Transfer to:

RBC PH&N Investment Counsel

180 Wellington St W, 10th Fl

Account Transfer Dept

Toronto, ON M5J 0C2

DTC# - 5002

CUID – DOMA

Dealer # - 9190/REP# 1RG

CAD Investment Account – 46313284 1-8

All donated securities are sold upon receipt. The value of your tax receipt will be determined by the closing price on the day that MS Canada receives the shares into our brokerage account, and as per applicable Canada Revenue Agency guidelines.

MS Canada Charitable Number: 10774 6174 RR0001

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