Gifts of Securities

Step 1: Complete the transfer form

Fill out and sign the Direction and Notification of Gift of Securities Form.

Step 2: Share the completed form with your broker

Share the completed form with your brokerage institution to initiate the transfer.

Step 3: Notify CAMH Foundation and CIBC Wood Gundy

Email a copy of the form at least one business day before the transfer to both:

• CAMH Foundation: Edwin Cui – edwin.cui@camh.ca
• CIBC Wood Gundy: Lira Lamaca – lira.lamaca@cibc.ca

This ensures we can match your gift to your name and issue a receipt.

Step 4: Receive your tax receipt

Once your gift has been processed, CAMH Foundation will issue a charitable tax receipt based on the fair market value of the securities on the day they are received.

Questions?

To learn more about giving a gift of securities, please contact Edwin Cui at edwin.cui@camh.ca.