Gift of securities

Gift of publicly traded securities can be transferred by your broker to the Royal Ottawa Foundation for Mental Health through TD Private Client Investment Counsel Inc.


Step 1: please notify Kathleen Macmillan, by phone, email or fax PRIOR to the actual transfer of shares.
Private Client Service Associate

TD Wealth Private Investment Counsel Inc.
1100-45 O’Connor St., Ottawa, K1P 1A4
Tel: 613-782-1258    Toll free: 800-571-4456
Fax:  613-782-1261   Email: kathleen.macmillan@td.com

Royal Ottawa Foundation for Mental Health Clearing Account: TDQF1100002  DTC: 0954  CUID: COMO
Reference Account Number: MM5700
Charitable Registration Number:  119129179RR0001
For donations in-kind of Mutual Funds only:  TD Waterhouse
Reference Account:  0903346


Step 2:  please have your broker provide your full name, your contact information and the share transfer information below:


Donor Name: ________________________________________________________________________
Address: ____________________________________________________________________________
City: ___________________________________Province: _____________Postal Code: ____________
Business Phone: _________________________  Business Fax: _________________________________
Home Phone: ___________________________ Email: _______________________________________
Signature: ___________________________________________________________________________
Name of Security: _____________________________________________________________________
Number of Shares: __________________________ Date of Transfer:___________________________
Your Broker’s Name: ________________________ Phone or Email: ___________________________


Step 3:  please fax or email a copy of this completed form to:
Cynthia Little – Senior Officer, Philanthropy, Royal Ottawa Foundation for Mental Health,   
Tel: 613.722.6521 ext. 6874
Fax: 613.761.3605   
Email: cynthia.little@theroyal.ca


Thank you for your support of the Royal Ottawa Foundation for Mental Health