All of the information is important; however, the following fields are required in order for a transfer to be able to proceed:

All of the information is important; however, the following fields are required in order for a transfer to be able to proceed:

• Donor name and contact information – Donor name and mailing address is needed in order for us to be able to issue a charitable tax receipt.
• Donor signature – the signature is required to authorize the transfer
• Security Name(s) and Quantity of Shares
• CUSIP # – CUSIP stands for the Committee on Uniform Securities Identification Procedures. All securities have a unique CUSIP identifier that is nine characters in length, consisting of numbersand letters.
• CUID or DTC # – This code is a unique identifier of the institution currently holding and therefore delivering the security. In Canada, for securities held on the CDS, the customer unit identifier (CUID) is a four letter code. In the US, for securities held on the Depository Trust Company (or DTC) this is a four digit code. Self-managed securities also require the CUID or DTC to identify the institution holding the securities.
• Indication of which depository security will be transferred in to – If Canadian traded on the CDS, please deposit on the CDS as per the account details. If US traded on the DTC, please deposit to DTC as per account details. By indicating where your gift will be on the form, we can efficiently locate it.

The Alberta Cancer Foundation is grateful for your thoughtfulness and gift and need to put your generosity to work for Albertans facing cancer. With the information you provide to us first, our collaborative team is able to set us up to make the most impact possible by guiding the right course and setting up the transfer as quickly and smoothly as possible.

Your receipt will be valued based on the closing price on the day when the shares are legally transferred to the Foundation’s account at our custodial agent, RBC Investor Services. (Note: Shares are considered legally transferred only when delivery is confirmed by our custodial agent). Your receipt will be issued as soon as we can after we receive the shares. Note: We ask for security transfers to be started prior to mid-December to ensure a tax receipt can be issued by year-end.

All of the information is important; however, the following fields are required in order for a transfer to be able to proceed:

All of the information is important; however, the following fields are required in order for a transfer to be able to proceed:

• Donor name and contact information – Donor name and mailing address is needed in order for us to be able to issue a charitable tax receipt.
• Donor signature – the signature is required to authorize the transfer
• Security Name(s) and Quantity of Shares
• CUSIP # – CUSIP stands for the Committee on Uniform Securities Identification Procedures. All securities have a unique CUSIP identifier that is nine characters in length, consisting of numbersand letters.
• CUID or DTC # – This code is a unique identifier of the institution currently holding and therefore delivering the security. In Canada, for securities held on the CDS, the customer unit identifier (CUID) is a four letter code. In the US, for securities held on the Depository Trust Company (or DTC) this is a four digit code. Self-managed securities also require the CUID or DTC to identify the institution holding the securities.
• Indication of which depository security will be transferred in to – If Canadian traded on the CDS, please deposit on the CDS as per the account details. If US traded on the DTC, please deposit to DTC as per account details. By indicating where your gift will be on the form, we can efficiently locate it.
• For Mutual Funds – Power of Attorney Transfer form – Mutual Funds are registered in the name of your institution where they are held, or in some cases in your own name. To gift them, they need to be re-registered into the name of the Alberta Cancer Foundation, which is accomplished by the institution submitting a Power of Attorney form to the transfer agent to re-issue the mutual fund in our name. Once they are re-registered, they will be legally transferred to the Foundation’s account at our custodial agent. Your receipt will be valued based on the closing price on the day when the mutual fund is received in the Foundation’s account.

The Alberta Cancer Foundation is grateful for your thoughtfulness and gift and need to put your generosity to work for Albertans facing cancer. With the information you provide to us first, our collaborative team is able to set us up to make the most impact possible by guiding the right course and setting up the transfer as quickly and smoothly as possible.

Your receipt will be valued based on the closing price on the day when the mutual fund(s) are legally transferred to the Foundation’s account at our custodial agent, RBC Investor Services. Your mutual fund will be legally transferred when they have been re-issued in our name which generally takes three or more business days after the Power of Attorney form has been submitted to the transfer agent. Unfortunately, the length of time this takes is outside our control. (Note: Shares are considered legally transferred only when delivery is confirmed by our custodial agent). Your receipt will be issued as soon as we can after we receive the mutual fund.