Fillable 1. Prior to transferring securities, return this completed (University of Trinity College)

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1. Prior to transferring securities, return this completed (University of Trinity College)

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Country of origin: CANADA
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TRINITY COLLEGE 6 HOSKIN AVENUE, TORONTO, ON, CANADA M5S 1H8 WWW.TRINITY.UTORONTO.CA
1. Prior to transferring securities, return this completed form to Jason MacIntyre, Bursar &
CAO, by email:bursar@trinity.utoronto.ca or fax: 416-946-7422. This step is critical: failure
to notify Trinity College of an imminent transfer can result in lost or delayed donations.
Please contact Jason MacIntyre at 416-978-3058 with any questions.
2. Instruct your broker to transfer the securities to the Trinity’s BMO InvestorLine account #210
388 37 through Nesbitt Burns (CUID:NTDT or FINS #T009). The transfer should be marked
URGENT.
3. The value of your tax receipt will be based on the market closing on the day Trinity College
takes legal receipt of your securities in our InvestorLine account. (Trinity College’s policy is to
sell donated securities at the first available opportunity.) Charitable Registration Number: 11926
9751 RR0001
DONOR INFORMATION
Name for Tax Receipt: ______________________________________________________________________
Full Address: _________________________________________________________________________________
Gift Allocation: Trinity Fund _______ OR Designated to: ______________________________________
BROKER INFORMATION
Firm Name: __________________________________________________________________________________
Broker Name: ______________________________________ Tel: ____________________________________
SECURITIES INFORMATION
Canadian US
Name & Market Symbol: _______________________________________________________________________
Class (if any): _____ Type (common, preferred, etc.): ______ Exchange (e.g.:S&P/TSX): _______
Number of Shares/Units: _________________ Estimated Market Value: $______________________
____________________________________ ________________________________
Signature of Donor Date
Donating Publicly Traded Securities
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1. Prior to transferring securities, return this completed (University of Trinity College)

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Completed 5 February 2021

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