A Gift of Securities to the Alberta Cancer Foundation
For the Enbridge Tour Alberta for Cancer
Thank you for making a gift of Stocks, bonds, or mutual funds to the Alberta Cancer Foundation for the Enbridge Tour Alberta for Cancer. You are making an impact for Albertans facing cancer and doing so in the most tax efficient way possible.
Following these three steps will help you quickly and easily donate your gift of publicly-listed securities to the Alberta Cancer Foundation.
Step 1: Complete the transfer form titled “Letter of Authorization from Donor to Broker” below, or available from your Alberta Cancer Foundation contact, at any one of our offices, and on our website.
Step 2: We’ll ensure your securities can be transferred. Email or fax the completed form to your Alberta Cancer Foundation contact or our Director, Strategic Philanthropy at firstname.lastname@example.org or fax: 780-643-4398. We will confirm our ability to accept the transfer with our Investment Manager and will have a response to you in no later than two business days.
Step 3: Initiate the transfer with your broker. Once we have confirmed and get back to you, email, fax or deliver the completed form to your broker or investment advisor who will initiate, and be responsible for, the transfer. Notifying us when this step is completed will enable us to help make the transfer happens as timely as possible.
Additional note for gifts of mutual funds – To transfer a mutual fund, your broker or delivering institution will also need to submit a Power of Attorney form with your Letter of Authorization transfer form. See our Frequently Asked Questions section for more information on this form.
- Your receipt will be valued based on the closing price on the day when the shares are legally transferred to the Foundation’s account at our custodial agent, RBC Investor Services. (Note: Shares are considered legally transferred only when delivery is confirmed by our custodial agent)
- The Alberta Cancer Foundation’s policy for donated securities is to use them to our best financial advantage as per the direction of our Investment Manager. As such, there may be securities that we are not able to accept and we reserve the right to accept or decline specific securities. Please contact us in advance to be sure your gift can be accepted.