To facilitate a gift transfer, please complete this online form. A copy will be sent to you by email for your records. Please forward the copy (by email/fax/mail) to the broker, who will be the one to initiate the transfer.
If you have questions or concerns about this form, please contact Karen Plater in Stewardship and Planned Giving at firstname.lastname@example.org or call 1-800-619-7301 ext. 272.
Unexpected and/or unidentifiable transfers may make it difficult for The PCC to issue the appropriate tax receipt. Please contact the Stewardship and Planned Giving Dept. (1-800-619-7301, ext. 272) with any questions about the gift of securities transfer process.
All donated securities are sold upon receipt. The net proceeds from the sale of your donated securities will be the amount of your gift and will be directed to your chosen beneficiaries (e.g. your congregation or PWS&D or Presbyterians Sharing, etc.). This value may be higher or lower than the value of your charitable gift receipt which is determined by the closing price on the day that the PCC receives the shares into our account.
The estate's broker may contact Scotia McLeod (Leo Lau, 1-800-665-1856, email@example.com) with any questions or concerns.