Publicly Traded Securities
Donating publicly traded stocks, bonds, mutual funds or other securities is a tax-smart and easy way to support the Sarah McLachlan School of Music.
To transfer securities to SoM:
1. Complete the attached form and send a copy of this form to your Broker or financial advisor.
2. Send a copy of this form to Stephanie Woo, the Sarah McLachlan School of Music Society's broker, at RBC Dominion Securities. Email: firstname.lastname@example.org or phone: 604.257.3234.
Your receipt for income tax purposes will be in the amount of the closing trading price on the day The Sarah McLachlan School of Music Society receives delivery of the shares. The Sarah McLachlan School of Music Society's policy is to sell all securities as soon as we receive them.