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How to Give
Your Gifts of Stock
Following these steps will help you quickly and easily donate
your Gift of Stock to the St. Thomas Elgin General Hospital Foundation.
Obtain a "Letter of Authorization from Donor to Broker" form, available from
the Foundation by calling 519-631-2030, x2727, or by e-mail to:
jbeaton@stegh.on.ca. This form is your instruction to your broker to
transfer securities to the Foundation.
Securities
Transfer Form
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Complete all sections of the transfer form, especially the CUSIP #
(which is provided by your broker/investment advisor) and acts like a
transaction number in case the transfer needs to be tracked by your broker.
For privacy reasons, your broker can not disclose your name to us, so please
complete the Donor/Client Information, including your daytime phone number.
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Fax or send the completed transfer form to your broker or investment
advisor who will initiate, and be responsible for, the transfer.
Sending the form by mail will delay the start of the transfer process, and
may affect the ultimate receipt value. Please call the Foundation by
phoning 519-631-2030, x2727 if you are sending the transfer form by mail
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Please Notify the Foundation by returning a copy of the
completed transfer form to us. This step is important because securities
are transferred into our account on an anonymous basis. Notifying us will
ensure you receive our thanks, any appropriate recognition, and your
official receipt for income tax purposes. Transfer forms can be faxed to
Joanne Beaton at FAX: (519)631-8372, or sent by mail to:
Joanne Beaton
Development Coordinator
St. Thomas Elgin General Hospital Foundation
189 Elm Street
St. Thomas, ON N5R 5C4
Additional Information: Your receipt will be valued based on the closing
price on the day when the shares are legally transferred to the Foundation’s
account at our custodial agent, BMO Nesbitt Burns. (Note: Shares are
considered legally transferred only when delivery is confirmed by our custodial
agent.) The St. Thomas Elgin General Hospital Foundation’s policy for the sale
of donated securities is that all shares be sold as soon as possible after they
have been received
Thank You for Supporting the St. Thomas Elgin
General Hospital Foundation
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