Donating Securities held at a direct brokerage

Each Brokerage has a different process required for the donation of shares to a registered charity. Below are instructions for a selection of Brokerages where the information was readily available.  This is not a complete list of Direct Investing Brokerages. For accurate and up-to-date instructions, we recommend that you contact your Direct Investing Brokerage directly.

BMO Investorline

  1. Log into BMO Investorline account
  2. Create a document addressed to BMO Investorline, including the following information:
    • Amount and name of the shares to be donated
    • Name of Charity: Oakville Community Foundation
    • Receiving bank institution (noted above)
    • The donor’s BMO account number
  3. Upload the document under Accounts/Documents/Upload Documents
  4. Call 1-888-776-6886 to speak to an Investorline representative to confirm the funds have been transferred

CIBC Investor’s Edge

  1. Call the following number for CIBC Investor Edge @ 1-800-567-3343.

Computershare

  1. Vist the Computershare Canadian website
  2. Click “Find a Form” under “How can we help you today?”
  3. Choose Account forms, and scroll down to 5th option, “Securities Transfer Form”
  4. Fill out this form, and create a letter of instruction noting:
    • Amount and name of the shares to be donated
    • Name of Charity: Oakville Community Foundation
    • Receiving bank institution (as noted above)
  5. Call Shareholder Services @ 1-800-564-6253 to connect to a Computershare agent
  6. The agent will ask for the Securities Transfer form, letter of instruction, and original share certificate
  7. Once the agent receives the documents, they will provide confirmation once the shares have been transferred

HSBC InvestDirect

  1. Fill out the following Transfer Authorization form
  2. Email it to the following address: investdirect@hsbc.ca
  3. A HSBC representative will call to verbally confirm the donation before processing

Questrade

  1. Create a letter of direction, outlining the name of the security, amount and recipient of the donation, and upload it to your Questrade account portal
  2. The client service team will then contact you, providing a form to fill out and email back to them (providing amount & name of shares, charity name, receiving bank institution as noted above)
    • Please note, this form is only available to Questrade clients

RBC Direct Investing

  1. Call RBC Direct Investing @ 1-800-769-2560
  2. Notify a client representative your desire to transfer shares in kind to a registered charity (note: transfers can only be done from non-registered accounts)
  3. RBC Direct Investing will send a secure email to the Donor with a form – E-22143 Donation of Securities to Charitable Organization (not available online)
  4. Email directly to giving@theocf.org a copy of the completed E-22143 form along with a signed letter of intent via secure email

TD Direct Investing

  1. Visit the TD Forms and Applications page
  2. Select ‘Other applications and forms’ tab (farthest on right)
  3. Select FORM ‘ Charitable Donation of Securities in Kind’ and then click download
  4. The following TD Form 524386 will open
  5. Complete the TD Form 524386, and please note content needed for the TD Form can be found on The Foundation’s Gift of Publicly traded form
    • Indicate the number of units/shares of the security that are being donated in the quantity field NOT an exact dollar figure

Please contact giving@theocf.org email if you have any further questions or concerns.