How Do I Give Securities?
Donating securities is a straightforward process and our Foundation team will work with you to complete the transfer.
1. Contact your investment advisor who will have you sign a letter of direction outlining the shares that you
wish to donate.
2. The transfer will be processed by your investment advisor’s head office.
3. The Foundation will send you an acknowledgement of your donation, in a timely fashion, with a tax
receipt to follow.
Information The Investment Advisor Requires
Institution: CIBC Mellon Global
Account Name: IWK Health Centre Foundation
CMS A/C # IWEF1001002
CUSIP # Of security being donated
A copy of the client’s signed instructions is to be emailed to Chi Loan, CIBC Mellon, at email@example.com and Gena Walton, IWK Health Care Foundation, at firstname.lastname@example.org to ensure a precise and timely transfer.
Please contact the IWK Foundation if you have further questions at 902.470.8085 or 1.800.595.2266.
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