The following brochure and forms will outline for you the benefits and procedure for donating publicly-listed securities and mutual Funds to public charities.
DONATION OF SECURITIES BROCHURE
Information on donating of publicly-listed securities and mutual Funds to public charities.
Download Donation of Securities Brochure (pdf)
AUTHORIZATION TO TRANSFER PUBLICLY TRADED SECURITIES
A form to use to transfer publicly traded securities to the BGC Stewardship Foundation.
Download Authorization to Transfer Publicly Traded Securities (pdf). To be used in association with Request for Charity Beneficiary (pdf).
REQUEST FOR CHARITY BENEFICIARY
A form to use to request the distribution of proceeds on the sale of transferred securities to the named charitable organizations, provided that such organizations are “registered charities” or “qualified donees” as these terms are defined in the Income Tax Act.
Download Request for Charity Beneficiary (pdf). To be used in association with Authorization to Transfer Publicly Traded Securities (pdf).