Gifts of Stocks and Securities
A simple and tax-smart way to have an impact.
Support the work of Doctors Without Borders/Médecins Sans Frontières (MSF) by making a gift of your publicly traded stocks, such as mutual funds or bonds. It’s also a tax-smart way to donate: your taxable gains will be 100 per cent eliminated and you’ll receive a charitable tax receipt for the full value of the gift. Please consult your financial advisor to determine the most tax-effective method of giving for you.
Please note that we changed our brokerage from CIBC to ScotiaMcLeod. Going forward, all gifts of stocks should be made to MSF’s Scotia McLeod account. Please consult the MSF Gift of Stocks Intention Form below for this information.
Steps to Make a Gift of Securities:
1. Decide which securities to donate.
Consider which of your investments will have the most financial and philanthropic impact for you. Speaking to a trusted financial advisor can help with your decision-making.
2. Complete and Submit the Intention Form
Fill out the intention form and send it to MSF by email or mail and, if applicable, to your broker. Alternatively, you can fill out the online intention form, which will be sent to us instantly. The Gift of Stocks and Securities Intention Form details MSF’s ScotiaMcLeod account information. Please note that MSF cannot issue a receipt without receiving this completed form.
E-mail: securities@toronto.msf.org
Mail: 2nd floor, 551 Adelaide St W Toronto, ON M5V 0N8 Canada
3. Initiate the Transfer of Securities
Instruct your broker to transfer the securities to MSF or, if you’re handling it yourself, initiate the transfer directly. MSF cannot initiate the transfer on your behalf.
Tax receipt policy
Once we receive the shares, we will send you a receipt for their value. Please expect a delay of 2 to 4 weeks before receiving your receipt while we process the gift. The value of the shares on the receipt will be the value of the day they were received in our account regardless of any delay with receipting. Note that sending us the Intention Form does not initiate the transfer of stock, as we cannot initiate it for you. You must contact your broker or self-administer the stock. Completing this form allows us to correctly attribute the gift and ensures that the transfer process is as smooth as possible. Without a complete form we are unable to issue a tax receipt as per our policy. If a form is not received with your gift, we will identify the gift as Anonymous.
Giving securities at end-of-year
The volume of transfers in November and December from our generous supporters is very high. Please consider holiday closures at the Toronto Stock Exchange (TSX) and initiate your transfer as soon as possible. Given these external closures and delays with processing times, any transfers of commonly traded mutual funds initiated after November 30th, or equities initiated after December 15th cannot be guaranteed a tax receipt dated that year.
Need help right now?
For all questions, please contact us here:
Email: securities@toronto.msf.org
Attn: Raabya Rashad, Major Gifts Coordinator
Why support MSF
Thousands of Canadians generously support MSF, sharing our values and our commitment to assist people facing crises around the world. We are also committed to working as efficiently as possible and maintaining transparency about how we spend the money you donate for medical humanitarian care.
See Impact & Accountability