Donation of Publicly Traded Securities to
The Arts Club of Vancouver Theatre Society
Thank you for your interest in donating securities to The Arts Club of Vancouver Theatre Society. A gift of publicly-traded securities, such as stocks, bonds or mutual funds, can be made to the Foundation. Transferring securities is very easy to do. Simply follow these directions:
- Complete the attached form (you may need your broker's assistance) and deliver it to your broker or financial advisor with regard to your wish to make a gift of securities to The Arts Club of Vancouver Theatre Society.
- Your broker should contact and deliver the form to our agent, BMO Nesbitt Burns. Your broker should also forward the form to The Arts Club of Vancouver Theatre Society.
For account of: The Arts Club of Vancouver Theatre Society
Contact: Jennifer Tong, BMO Nesbitt Burns-Investment Representative
Phone: 604-443-1509
Fax: 604-443-1515
- Once the securities have been transferred to the Foundation's brokerage account, BMO Nesbitt Burns 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. The value will be determined when the security is received in our account.
- It is the Foundation's policy that securities, once received by the Foundation or its broker, will be sold and added to the Foundation's account in accordance with the Foundation's investment policies.
Thank you again for making a difference in the promotion of the arts and
theatre in BC.
For more information about contributing the success of the Arts Club Theatre
Company, contact Natasha Klein, Director of Development at 604.687.5315 x. 244.
The Arts Club Theatre Company is a not-for-profit registered
charity.
Charitable Registration Number 11921 3551 RR0001
