Securities Donation Gift designation

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    Or search for your preferred fund:

    Can’t find what you’re looking for? Use this space to tell Simon Fraser University the name of the Endowment or Fund you would like to direct your gift towards:

    Donor Information (all fields are required)

    Use this space to input the account of your brokerage account you wish the transfer to be made from

    Canadian FORM1 Letter of Direction from Donor to Broker

    Broker Information (all fields are required)

    Securities (first row is required)

    Use this form to indicate the name and trading symbol of the stock or security. For example: Bank of Montreal’s trading symbol is BMO
    This is the unique identifying number of the stock
    Use this form to indicate the name and trading symbol of the stock or security. For example: Bank of Montreal’s trading symbol is BMO
    This is the unique identifying number of the stock
    Use this form to indicate the name and trading symbol of the stock or security. For example: Bank of Montreal’s trading symbol is BMO
    This is the unique identifying number of the stock
    Use this form to indicate the name and trading symbol of the stock or security. For example: Bank of Montreal’s trading symbol is BMO
    This is the unique identifying number of the stock
    Use this form to indicate the name and trading symbol of the stock or security. For example: Bank of Montreal’s trading symbol is BMO
    This is the unique identifying number of the stock

    Donor Consent

    Canadian FORM2 Power of Attorney to Transfer Stocks, Bonds and Mutual Fund Units

    A: TRANSFER OF SECURITIES

    This describes if a share is common, preferred or some other classification
    Corporation name must appear exactly as written on the certificate. Leave blank if unsure
    This describes if a share is common, preferred or some other classification
    Corporation name must appear exactly as written on the certificate. Leave blank if unsure
    This describes if a share is common, preferred or some other classification
    Corporation name must appear exactly as written on the certificate. Leave blank if unsure

    B: TRANSFER OF BONDS

    Name of corporation: Corporation name must appear EXACTLY as written on the certificate. Leave blank if unsure.
    $ face value of bond at maturity, for debentures a CUSIP # should be added
    Interest payment period eg. Semi-annual, annual, or monthly
    $ face value of bond at maturity, for debentures a CUSIP # should be added
    Interest payment period eg. Semi-annual, annual, or monthly
    $ face value of bond at maturity, for debentures a CUSIP # should be added
    Interest payment period eg. Semi-annual, annual, or monthly

    C: TRANSFER OF MUTUAL FUNDS

    Add name of company and specific fund name and fund code
    Insert n/a if no certificates are issued
    Add name of company and specific fund name and fund code
    Insert n/a if no certificates are issued
    Add name of company and specific fund name and fund code
    Insert n/a if no certificates are issued

    Canadian FORM3 Direction to Transfer Ownership of Mutual Funds held at Financial Planning and Mutual Fund Companies to Simon Fraser University

    Broker/Agent Information

    Mutual Funds

    Donor Consent