ÐÓ°ÉÔ­´´

Donation Form (Fillable)

Donation Form

Gift of Shares

Charitable Gift of Securities Form

• Donors must complete the Charitable Gift of Securities Form with their broker* and send it toÌýmelissa.forrest@carleton.caÌýbeforeÌýinitiating the transfer.
• The ÐÓ°ÉÔ­´´ Advancement Gifts Admin team must inform CIBC Mellon to expect the shares in order for them to successfully accept the transfer.
• The timeline will depend on the broker, but CIBC Mellon should inform ÐÓ°ÉÔ­´´ of the successful transfer and confirm the amount within ten business days of the donor’s broker sending the form toÌýmelissa.forrest@carleton.ca.
• Within one to two business days, a letter of direction will be signed for the gift to be transferred to ÐÓ°ÉÔ­´´ and Gifts Admin will then record the gift and issue the charitable tax receipt.

Gift of Mutual Funds

Gift of Mutual Funds Form

• Your broker must send a letter of direction to Scotia iTrade.
• The transfer can be made using the account information on the form above.
• Advancement’s Gifts Admin team will confirm the valuation, record the gift and issue the charitable tax receipt 

*If you don’t have a broker, your financial advisor may be able to help you donate shares through 

Gift in Kind Forms

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Art Gallery Gift in Kind Deed of Gift

Department Declaration – Gift

Department Declaration – Sponsorship

Donor Declaration

In-Kind Sponsorship – Property Value

In-Kind Sponsorship — Sponsor Declaration

Property Value (over $1,000)

Property Value (under $1,000)

• Contact the department or faculty to which you’d like to direct the donation.
• The department or faculty is responsible for completing the Departmental Declaration Form and the appropriate valuation form (above).
• The donor will need to sign the Donor Declaration Form (above).
• All forms must be sent to melissa.forrest@carleton.ca.
• For additional information, please reference ÐÓ°ÉÔ­´´’s Gifts in Kind Policy.