Please consult with your accountant or investment advisor to discuss your specific situation.
Download the QTrade Volunteer Donation to Charitable Organization Form
Take the form to your financial advisor to complete along with any other forms they may require. This will allow your financial institution to transfer the shares directly to the Marillac Place Investing Account. Please ensure you contact us to sign our portion of the form or with any questions you may have.
Once Marillac Place receives the securities in our account, we will contact you directly to let you know the value of the donation and issue a charitable tax receipt.
If you include the securities donation in your will, we will contact your trustee.
