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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 using the market value of the stock on the day it is received in the PCC’s brokerage account, with the number of shares and the date that it came in. The stock is sold shortly after it is received. The price of stock often changes – sometimes up, sometimes down – from the day it came into the PCC account 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.