Why Donate Securities?
Securities are one of the most efficient ways to make a gift to SickKids and help heal the future. When you make a gift of securities , your gift has an immediate impact in our mission to make every child a healthy child.
Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and will planning.
Giving is simple. Consult with your investment advisor to decide which investments make the most financial and philanthropic impact for you. Once you know which securities you’d like to donate, please complete the Securities Donation form.
How it works:
Complete all required sections of the Securities Donation form including the CUSIP # (which can be provided by your broker and/or investment advisor) of the assets being transferred and your broker’s contact information.
After submitting the form, an email confirmation will be sent to both you and your broker and/or investment advisor with a PDF attachment with a summary and outlining the next steps. After discussing with you, your broker and/or investment advisor will initiate the transfer of shares to The Hospital for Sick Children Foundation.
If you are a self-directed investor, please refer to your own direct investing platform and follow the necessary steps to initiate the transfer.
SickKids Foundation’s broker will work with your broker and/or investment advisor to complete the transfer process. Once the transfer is complete, we will sell the shares promptly and issue a charitable tax receipt, if applicable, for the value of the shares.
Please be advised that the value of the donation will be based on the closing price of the security, on the day the securities are received by SickKids Foundation’s broker, in accordance with our Board Policy and Revenue Canada Regulations. Should you have any questions or need assistance, please email securities.gifts@sickkidsfoundation.com or call 416.807.9948.
Brokerage Information
To transfer securities, please advise your broker of the following details.
For Canadian Brokerage Houses:
TD Waterhouse Canada Inc.
A/C: 8AP963A (CAD) / 8AP963B (USD)
FINS#: T007
CUID/DCS#: GIST
For US/ International Brokerage Houses:
TD Waterhouse Canada Inc.
A/C: 8AP963A (CAD) / 8AP963B (USD)
DTC#: 5036
Agent ID#: 53266
Institutional ID#: 66296
Contacts at TD WaterHouse Canada Inc.
Rocco Cacciacarro, Investment Advisor
Phone: 416.845.4294
Email: rocco.cacciacarro@td.com
