Gift of Publicly Traded Securities

    AUTHORIZATION AND DIRECTION FORM: Please note: Your financial advisor NEEDS TO INITIATE
    the transfer of securities. A copy of this form will be automatically emailed to them for information purposes. You should contact them to begin the process.

    Oakville Community Foundation
    giving@theocf.org
    Fax: 905-845-1395 • Ph: 905-844-3562

    Brent Fletcher
    RBC Dominion Securities
    brent.fletcher@rbc.com
    Fax: 905.849.4033 • Ph: 905.815.8347

    This form authorizes the transfer of the following securities to Oakville Community Foundation

    RBC Dominion Securities
    CUID: DOMA

    Account # 441-56312-1-9
    DTC: 5002

    Donor's Information

    Type of securities*


    I/We further authorize the delivering institution to discuss the details of this transfer with RBC Dominion Securities, in order to facilitate this request.

    A tax receipt will be issued based on the closing price of the security, on the day the securities are received by RBC Dominion Securities.

    Direction of Shares:
    I hereby direct you to transfer the above named shares to The Oakville Community Foundation. This gift is intended for the:

    Donor Authorization