Gift of Publicly Traded Securities Transfer Form
For gifts of publicly traded securities, mutual funds, ETFs, bonds, or other marketable securities.
Please complete this form and send a copy to Big Brothers Big Sisters of the Fraser Valley. Then instruct your broker or investment advisor to transfer the securities to the charity’s brokerage account. An official donation receipt cannot be issued until the securities are received and the donation can be identified.
Big Brothers Big Sisters of the Fraser Valley Fillable Gift of Securities Transfer Form