A gift of publicly-traded securities, such as stocks, bonds or mutual funds, can be made to Union Gospel Mission by following these simple directions:
- Complete this form (PDF) and fax it to your broker or financial advisor.
- Your broker should contact and deliver the form to our agent, RBC Dominion Securities.
- Once the securities have been transferred to UGM’s brokerage account, RBC Dominion Securities will advise us in writing of the receipt of the securities and the closing bid value on the day the securities were received into our account.
- We will issue an official receipt to you, for income tax purposes, for the value as determined by RBC Dominion Securities.
- It is UGM’s policy that securities, once received by UGM's broker, may be sold or added in specie to UGM’s investment account in accordance with UGM’s investment policies.
For more information, please contact Donor Relations at 604.215.5441.