GIFTS OF CANADIAN or AMERICAN SECURITIES
GIFTS OF PUBLICLY TRADED SECURITIES To Crescent School To be completed by the Donor (or their broker) Please be advised that the following transfer or deposit is about to be made to Crescent School’s custodial account with BMO Nesbitt Burns, attention: Andrew Vernon, Portfolio Manager at BMO Nesbitt Burns at 416-359-7688: Reference: Crescent School BMO Nesbitt Burns Account # 405-28969-19; FINS# T009; DTC# 5043; CUID:NTDT. Ownership of the account is assigned to Crescent School. The amount of the donation will be valued on the close of business the day the transfer or deposit is made and the tax receipt will reflect this value. Name of Donor:
Daytime Tel:
Address: Name of Broker:
Broker’s Tel:
Firm:
Fax:
Transfer/Deposit Date:
Name of Security:
Where traded:
Number of shares:
CUSIP No:
Description of shares (eg. Common, preferred, mutual fund units, etc.): Class of shares (if applicable): Please direct towards the following Crescent Fund:
Signature of donor: ____________________
Name:
Date:
By this signature, I hereby instruct my broker to make the transfer or deposit to Crescent School’s account.
Instructions to donor/donor’s broker: 1) The donor’s broker should contact Andrew Vernon tel. 416-359-7688 to notify BMO Nesbitt Burns of the intended action. Please FAX a copy of this form to Andrew Vernon’s attention at 416-359-4686. 2) In addition, please forward a copy of this completed form to the Crescent School Finance Office, Attn: Arjuna Kadawathage, Director of Finance & Administration, at 416-449-0952.
Daytime Tel:
Address: Name of Broker:
Broker’s Tel:
Firm:
Fax:
Transfer/Deposit Date:
Name of Security:
Where traded:
Number of shares:
CUSIP No:
Description of shares (eg. Common, preferred, mutual fund units, etc.): Class of shares (if applicable): Please direct towards the following Crescent Fund:
Signature of donor: ____________________
Name:
Date:
By this signature, I hereby instruct my broker to make the transfer or deposit to Crescent School’s account.
Instructions to donor/donor’s broker: 1) The donor’s broker should contact Andrew Vernon tel. 416-359-7688 to notify BMO Nesbitt Burns of the intended action. Please FAX a copy of this form to Andrew Vernon’s attention at 416-359-4686. 2) In addition, please forward a copy of this completed form to the Crescent School Finance Office, Attn: Arjuna Kadawathage, Director of Finance & Administration, at 416-449-0952.
