Did you know?

If you donate publicly traded securities directly to the Alberta Children’s Hospital Foundation and they have increased in value, you do not have to pay tax on the capital gains.

Publicly traded securities include:

• Public company shares
• Mutual fund units
• Bonds

Give a Gift of Securities

All gifts of securities to Alberta Children’s Hospital Foundation are documented by execution of a Deed of Gift of Securities

Download Deed of Gift of Securities

Step 1

The donor will execute the Deed of Gift and return it to the Foundation. The Deed may be returned to the Foundation by email to Sheelagh Mercier at smercier@achf.com or Krista Lanigan at klanigan@achf.com

Step 2

The Foundation will review the Deed of Gift and decide whether it can accept the gift of securities. The Foundation may need to obtain professional advice and services when assessing the gift of securities.

Acceptance occurs when the Deed of Gift is executed by the Foundation.

For the purpose of valuation, the fair market value will be determined on the date the securities are received by Peters & Co. As a general rule fair market value shall be the closing price of the securities on the date of receipt by Peters & Co.

Step 3

The Foundation will provide the donor and Peters & Co. with an executed copy of the Deed of Gift.

Step 4

Once Peters & Co. confirms receipt of and valuation of the gift of securities as described in the Deed of Gift, the Foundation may issue a charitable donation or acknowledgement receipt to the donor.

Steps to assist in making a gift of securities to Alberta Children’s Hospital Foundation:

Electronic Transfer (Broker to Broker):

1. The donor will notify his/her broker of intent to gift securities to the Foundation.
2. The Foundation maintains a trading account with Peters & Co. Limited
   • Our Financial Institution Number is #T077; and
   • Our Account is #01501592.
3. Instruction to Peters & Co. Limited should indicate “for deposit to the account of Alberta Children’s Hospital Foundation, account #01501592”.

Manual Transfer of Share Certificate:

1. Where the share certificates are registered in the donor’s name, the donor will need to provide:
   • the share certificate(s);
   • signed Power of Attorney to affect a transfer of shares (forms can be supplied by the Foundation), together with a letter stating that the share certificate(s) are for deposit to the account of the Alberta Children’s Hospital Foundation.

The share certificates should be UNSIGNED and hand delivered or sent by courier to the Foundation’s broker:

Kim Bottrell
Peters & Co Limited
2300 Jamieson Place 308
4 Ave SW Calgary, AB
T2P 0H7

Direct: 403.261.2236
kbottrell@petersco.com

CUID #: ‘PECC’
DTC #:5014

If you are using a courier, for security reasons we strongly suggest you use a separate courier for the Power of Attorney.

• Where the share certificate can be registered to the Foundation’s name, the donor should request his/her financial institution to register the share certificate(s) to “Peters & Co. in trust for the Alberta Children’s Hospital Foundation”.
• The share certificate(s) can then be delivered and deposited directly into the Foundation’s account at Peters and Co. at their address as noted above.

If you have any questions, please contact Sheelagh Mercier at 403.955.8837 or smercier@achf.com or Krista Lanigan at 403.955.8867 or klanigan@achf.com or Reception at 403.955.8818.

Let’s Talk

Have you already made a gift in your Will to the Alberta Children’s Hospital Foundation? Please let us know. Would you like more information about legacy giving? We are happy to chat at a time and in a place that is most convenient for you — perhaps over the phone, at a coffee shop or in your own living room. Feel free to reach out to us directly!

Stephanie Nitschke
Charitable Gift Planner
403.955.8862
snitschke@achf.com

Sheelagh Mercier
Charitable Gift Planner
403.955.8837
smercier@achf.com