Did You Know?

Over 4.25 million Canadians are living with some form of age-related macular degeneration (AMD), diabetic retinopathy, glaucoma or cataracts.
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FAQs for Brokers

1) What is CNIBís brokerage account number?

Account #: 55-88040-18
CUID: SCOT
DTC: 5011 (Scotia McLeod Direct Investing)

2) How do I make a gift of securities to CNIB?

If you would like to make a gift of securities or mutual funds today, simply follow these easy steps:

Step 1
Complete the Securities Transfer Direction form, then print and sign it.

Step 2
Fax or give the form to your broker or financial advisor.

Step 3
Instruct your broker or financial advisor to transfer the shares directly to CNIBís brokerage account.

Step 4
Fax a copy of this form to Gilbert Mallette, Manager, Treasury, CNIB at 416-480-7700

Please note:
CNIB needs your address so that we can issue your tax receipt

Thank you!

3) Will CNIB accept flow through shares?

CNIB accepts flow through shares if the shares are fully matured and be publicly traded.

4) Where is the form I need to fill in?

Please find the Securities Transfer Form online.

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5) How do I donate physical (paper) shares?

Please contact:
Ruth DíSouza
Specialist, Planned Giving Administration, CNIB
Tel: 416-486-2500, ext. 7006
Toll-free: 1-800-563-2642, ext. 7006
ruth.dsouza@cnib.ca

6) Is it the same form for securities, mutual funds or flow through shares?

Yes. Please find the Securities Transfer Form online.

7) Is it the same tax treatment if I sell the securities and give the money to CNIB?

No. In order to realize the capital gains tax savings, you must transfer the shares directly to CNIB.

8) Who do I call if I have an administrative question about the transfer?

Ruth DíSouza
Specialist, Planned Giving Administration, CNIB
Tel: 416-486-2500, ext. 7006
Toll-free: 1-800-563-2642, ext. 7006
ruth.dsouza@cnib.ca

9) Who do I contact if I have a technical question about the transfer?

Gilbert Mallette
Manager, Treasury, CNIB
Tel: 416-486-2500, ext. 8679
Toll-free: 1-800-563-2642, ext. 8679
Fax: 416-480-7700
gilbert.mallette@cnib.ca


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Disclaimer

The information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your legal advisor, financial advisor or tax consultant. We recommend that you discuss your plans with your legal advisor and/or financial advisor before proceeding with a securities or mutual fund gift.

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