Western’s fiscal year end is April 30th, 2017. Securities received into Western’s brokerage account up to 4:00 p.m. on April 28 2017 will be included in the current fiscal year. Securities received into Western’s Brokerage account after April 28th will be counted in FY17/18. If I can please remind all staff the importance of having a copy of the completed transfer form forwarded to Western. firstname.lastname@example.org or fax 519-661-4182
We would like to thank you in advance for your attention to these important dates and deadlines.
A gift of publicly traded securities can provide you with an unexpected means to make a significant contribution to Western at a relatively low-cost to you. You and your broker can electronically transfer these types of gifts into Westerns account by using our forms below.
1. Forward the completed transfer form to your broker/investment advisor to initiate your electronic transfer of securities. Western cannot initiate this transfer on your behalf.
2. Forward a copy of the completed transfer form to Western for our records.
3. Please be advised that in normal circumstances, the value of the donation receipt will be based on the closing price of the security on the day the securities are received into Western’s brokerage account, in accordance with our Board Policy and Canada Revenue Agency Regulations.
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Key Contact(s): Debb Faulkner