| Download and complete transfer form
Download and complete all sections of the transfer form, especially
the CUSIP # (which is provided by your broker/investment advisor) and
identifies your transaction to avoid transfer delays. Call us at 905-494-6890
or email us at givestock@oslerfoundation.org
to let us know you are donating a Gift of Stock. Click here to download
a Stock
Transfer Form.
Return the completed form to...
Mrs. Susan James
Controller
William Osler Health System Foundation
2100 Bovaird Drive East, Brampton, ON L6R 3J7 |
Phone: 905-494-6857
Confidential Fax: (905) 494-6863
E-mail: givestock@oslerfoundation.org |
Note: Forms sent by mail
will delay the start of the transfer process, and may affect the ultimate
receipt value. Please notify Osler Foundation by telephone at 905-494-6890
if you send by mail. Ensure that a copy of the completed form is forwarded
to your broker/investment advisor who will be responsible for the transfer.
Forward copy of form to broker/investment advisor
Ensure that a copy of the completed form is forwarded to your broker/investment
advisor who will be responsible for the transfer.
Donation value
All donated securities are sold immediately upon receipt. This value may be higher or lower than the value of your charitable gift receipt; the receipted amount is based on the unit closing price on the day William Olser Health System Foundation receives the shares into our account at RBC Dominion Securities.
The net proceeds from the sale of the securities will determine the final amount to be credited toward a project or fund.
When shares are sold
William Osler Health System Foundation’s policy for the sale of
donated securities is that all shares will be sold as soon as possible
after they have been received. The net proceeds from the sale of the securities
will determine the final amount to be credited toward a donation project
or fund.
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