Publicly Traded Securities Transfer Form

Gift of Publicly Traded Securities

To congregations, missions and ministries of The Presbyterian Church in Canada
All fields marked with * are required and must be filled.

The Presbyterian Church in Canada accepts gifts-in-kind of appreciated securities for its ministries, missions and congregations. To facilitate your gift transfer, please complete this form and send: 1) A copy to your broker who will initiate the transfer. 2) A copy to Stewardship and Planned Giving Department. Unidentifiable transfers may make it difficult for the PCC to cash the stock and issue the tax receipt.

The charitable tax receipt will be issued reflecting the market value of the stock on the day it is received in the PCC’s brokerage account, the number of shares and the date that it came in. The stock is sold shortly after it is received. Stock price often changes – sometimes up, sometimes down – from the day it is received and when it is sold. The net proceeds, less the broker fee, are transferred to the PCC and then allocated as designated. The PCC does not charge anything for processing the donation.

For general questions, please email plannedgiving@presbyterian.ca or call 1-800-619-7301 ext. 239. Your broker may also contact Scotia McLeod (Zameer Zakiuddin, 1-800-665-1856, zameer.zakiuddin@scotiawealth.com) with any questions or concerns.

NOTE: The PCC acknowledges donors once the stock is sold. If you haven’t received an acknowledgement two weeks after the stock is transferred out from your investment account, email plannedgiving@presbyterian.ca or call 1-800-619-7301 ext. 239.
Transfer Form
Is this Gift from your Estate or from you as an Individual Donor?*

EstateIndividual
To The Broker
Name of the estate's personal broker:*

First NameLast Name
Name of the estate's brokerage company:*
Name of my personal broker:*

First NameLast Name
Name of my brokerage company:*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Fax
Please enter a valid fax number.
The estate's account number:*
My client account number:*
Instructions To The Broker
I hereby give authority to deliver free the following securities to Scotia McLeod (40 King Street W., 48th Floor, Toronto, ON M5H 3Y2) for credit to account # 433-91893-10 of The Presbyterian Church in Canada. CUID #: SCOT, FINS #: T085, DPC #: 5011
Security:*
CUSIP #:
Market Symbol:*
Number of Shares/Units to transfer:*

Estate Information
Donor Information
Name(s) of the estate for charitable receipting purposes:*
Name(s) of the donor for charitable receipting purposes:*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number
Please enter a valid phone number.
Congregation:

Gift Designation
Please distribute my gift, as follows. Indicate dollar amount or percentage, ensuring that the total is 100%. If a dollar amount is used, indicate where the balance should go.
Do you wish to give to a PCC congregation of your choice?

YesNo
Amount to be distributed to a PCC congregation
Enter a $ amount or percentage
Name and city of congregation to receive this gift:
Enter full congregation name and city name
Do you have any instructions for the congregation?
Additional instructions for congregation (optional)
Amount to be distributed to Presbyterians Sharing:
Enter a $ amount or percentage
Amount to be distributed to Presbyterians World Service & Development:
Enter a $ amount or percentage
Do you wish to give to another PCC ministry or mission program?

YesNo
Please list any other ministries you wish to give to and the amount or percentage to be distributed.
Please list the name of ministries, location (if applicable), and percentage or amount
Comments, if any:
I/we would like to inform my beneficiary(ies) of my identity*

YesNo
The estate would like to inform the beneficiary(ies) of the identity of the deceased*

YesNo

Authorization of Executor/Trustee
Authorization of Donor
Typing your name here serves as a signature
Please enter your and last name
Date Submitted*

MonthDayYear
Should be Empty:

Gift of Publicly Traded Securities

Transfer Form

To The Broker

Instructions To The Broker

Estate Information

Donor Information

Gift Designation

Authorization of Executor/Trustee

Authorization of Donor